Grief isn’t just about the initial loss. It’s also about the secondary losses that may go unnoticed but add to the impact of the initial loss. Wondering how you can help... what NOT to say or do? Find out how to help support someone in navigating the financial aspects of a loss… 24 Dec

Grief Support: Navigating The Financial Aspects of Loss

Guardianship is an expensive, time-consuming process that ultimately removes decision-making rights from the person with a disability. Once guardianship is in place, it is very difficult to reverse. 20 Dec

Adults with Disabilities: Decision-Making Rights & Support

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

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!”

On the Lookout: Nursing Home Negligence and Abuse | Long-Term Care | Elder Care | Power of Attorney | Estates Gone Wrong 18 Dec

On the Lookout: Nursing Home Negligence and Abuse

How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec

Florida Estate Planning for Canadian Snowbirds

Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?

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

Inside Billionaire Rupert Murdoch’s Family Trust Battle 13 Dec

Inside Billionaire Rupert Murdoch’s Family Trust Battle

Special Needs Adults: Presumption of Capacity & Individual Rights | Can a court make a parenting order for an adult child living with a disability without giving them an opportunity to participate in the proceeding? 12 Dec

Special Needs Adults: Presumption of Capacity & Individual Rights

Advance care terminology in Canada is confusing because each province uses different names for similar documents. This guide clarifies each term, explains the differences, and shows how they fit together in your estate plan. 11 Dec

Guide to Understanding Advance Care Terminology in Canada