Experiencing anxiety during inheritance matters is more common than you might think. This article explores seven science-backed strategies that help you manage the emotional overwhelm while handling practical inheritance matters with greater clarity and peace of mind. 09 May

Strategies for Managing Anxiety During Inheritance Matters

Give Yourself Permission to Grieve: Managing the psychological aspects of an inheritance ultimately determines whether the windfall becomes a lasting positive influence or a temporary financial event... 08 May

The Psychology of an Inheritance Windfall: Strategic Approaches

Without a plan in place, assets like retirement savings, real estate, or other investments may need to be liquidated to cover the costs. This is why incorporating long-term care strategies into estate planning is essential. 08 May

Planning for Long-Term Care Costs without Draining Your Estate

"I never thought it would happen to our family." These words echo through courtrooms across America as shocked relatives discover their loved one's lifetime of careful planning has been hijacked in their vulnerable final years. 08 May

Safeguarding Your Family Legacy from Undue Influence

Comparing DIY Estate Planning Software: Features & Costs | With so many options available, choosing the right DIY Estate Planning Software can feel like navigating a labyrinth... 07 May

Comparing DIY Estate Planning Software: Features & Costs

70% of wealthy families lose their wealth by the second generation and 90% lose it by the third. This video breaks down why this happens and how long you can actually expect generational wealth to last, if you don't take serious action. 07 May

Why 90% of Family Fortunes Vanish by the Third Generation

Why Your Family Needs to Know About Your 'Digital Stash' 06 May

Why Your Family Needs to Know About Your ‘Digital Stash’

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

Passing down real estate to loved ones gets more complex when the property lies across international borders. Unlike domestic transfers, international real estate transfers involve navigating different legal systems, tax obligations, and reporting requirements. Luckily, there are legal structures and tax strategies that can minimize the complications and ensure that your property passes smoothly to your heirs. 02 May

How to Pass Down Real Estate Across Borders Without Tax Nightmares

If you or a loved one has been diagnosed with Alzheimer’s disease or a related dementia, it may be difficult to think beyond the day to day. However, taking steps now can help prepare for a smoother tomorrow. 01 May

Decision-Making After a Dementia Diagnosis: Planning Ahead

The Finality of Probate: Limits on Subsequent Proceedings 29 Apr

The Finality of Probate: Limits on Subsequent Proceedings

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale