Reports for Seniors

What Free Reports Are Available?

​1. Wills and Power of Attorney

According to a recent survey by the Bank of Nova Scotia, most Canadians have yet to create a proper estate plan and Powers of Attorney. Results indicate that 50% of a Canadians have a Will and only 30% have a Power of Attorney for Property. Only half of those with a Will have talked with their family about it's contents. This report discusses the importance of having these documents in place and making your family aware of your wishes.

2. ​What's Changed in Real Estate

Many seniors haven't bought or sold real estate in many years. It should come as no surprise that there have been some major changes in real estate practices over the past several years, let alone in the past 30 years! This report highlights most important aspects of the changes to be aware of.

How You Leave Your Money And Possessions Is As Important As What You Leave

​Dying without a Will can leave an unwanted legacy – one of anger and chaos for those who matter most to you. Learn the top 10 reasons people give for not having a Will – and avoid doing the same.

What Do I Do With All My 'Stuff'?

It's one of the most common concerns among seniors. A lifetime of 'stuff' and no idea of what to do with it all. Here are a few ideas of what to do with your 'stuff'.
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