Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

No Will? No Estate Plan? You Are Not Alone! 19 Feb

No Will? No Estate Plan? You Are Not Alone!

Careful planning and collaboration with estate professionals can help you avoid these common mistakes, ensuring your will effectively supports your loved ones and secures your legacy. Here are some thoughts to help you get your estate planning process underway. 19 Feb

Getting Your Estate Planning Process Underway: Dos and Don’ts

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance

This article will discuss three of the main types of IP rights in Canada and explore why having a will is essential for dealing with IP after death and for safeguarding IP assets for future generations. 28 Jan

Estate Planning For Intellectual Property Protection

Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec

Family Enterprise Canada Podcast: “Don’t Leave a Mess!”

Your death will create emotional, legal, and financial challenges for your loved ones. Explore what NOT TO DO when planning your estate. 14 Dec

What “NOT TO DO” When Planning Your Estate

4 Expert Insights on Avoiding Estate Planning Pitfalls for 2025 17 Nov

Expert Insights: Avoiding Estate Planning Pitfalls for 2025

Increasing Financial Stress Leads to Lack of Estate Planning 04 Nov

Increasing Financial Stress Leads to Lack of Estate Planning

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

Estate Planning Lesson From Disney Movies 27 Sep

Timeless Estate Planning Lessons from Nine Disney Classics