The ongoing legal dispute within the Rothschild family over a stunning collection of art captures the intrigue surrounding one of the world’s most powerful families. As the case unfolds, the art world watches closely. 17 Dec

Rothschild Family Feud Erupts Over ‘Mini-Louvre’ Art Collection

This guide — brought to you by Memorial Merits — is written for military families who need straight answers, compassionate clarity, and the truth about what happens when service ends in sacrifice. 13 Dec

Military Family Survivor Benefits: Legal Protections for Beneficiaries

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

Elder financial abuse can take many forms. According to the "Safe & Savvy" guide —developed to help vulnerable adults, in Australia, avoid scams and fraud— here are 10 of the most common types of financial abuse... 08 Dec

10 Most Common Types of Elder Financial Abuse: Australia

Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made... 04 Dec

Transferring the Family Home: Considerations for Canadians

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

Without proper instructions, your carefully curated treasures can be: misvalued, sold for pennies, fought over, mishandled, lost, forgotten, or even thrown away. 30 Nov

Estate Planning for Collectors: Protect Your Carefully Curated Legacy

Being an executor doesn’t end when you hand out the last inheritance check. Your legal liability stretches far beyond the day you think you’re done, and the mistakes that trigger lawsuits aren’t always obvious when you’re making them. 28 Nov

Executor Personal Liability: Mistakes That Trigger Lawsuits

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov

Reluctance to Divulge Estate Plans = Bigger Problems Later

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”

Without a plan, families often face roadblocks. Passwords are lost, accounts are locked, and privacy policies can make recovery difficult or impossible. A formal approach to protecting digital assets ensures that your legacy is preserved and your wishes respected. 21 Nov

Digital Asset Management: How to Safeguard Your Online Legacy

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations. 17 Nov

Dementia Hub: Fraud Prevention Resources from AARP