Author: levinefinancial

YES, You Need A Will!

YES you need a will! As a Physician, you have spent the better part of your life building up assets and providing for your family. All too often people don’t think about what happens when they pass away and how to plan. There are two parts of estate planning. First, you need a Will. Second, you need to understand what happens to your assets when you pass away and how can you plan to reduce tax. This article discusses the…

Estate Planning 101

As a Physician, you’ve spent the better part of your life building up assets and providing for your family. All too often people don’t think about what happens when they pass away and how to plan. There are two parts of estate planning. First, you need a Will. Second, you need to understand what happens to your assets when you pass away and how can you can plan to reduce the tax burden. A WILL Your Will is your final…

Disability Insurance for Doctors

  Being Disabled means you are unable to work due to sickness or injury. There are currently 3.8M Canadians on disability claim. Whether it is a cardiac issue, nervous disorder, complication of pregnancy, a broken bone or pulled disc; anything can cause a disability. For many professionals, a disability can be devastating by taking a toll your ability to earn income and this affects you and your family. What is Disability Insurance? Disability can be temporary or permanent. According to the…