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  • Legacy Lexicon
We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep
  • by Estates Gone Wrong
  • Canada, Directory, Ontario

Sholdice Financial Services | Estate Planning | Brussels Ontario

If you’re looking for an advisor who combines technical expertise with real-life perspective—and who values clarity over complexity—Michael Connon and the TMFG team bring experience, integrity, and a refreshingly human approach to wealth. 10 Sep
  • by Listings Manager
  • Canada, Directory, Ontario

Michael Connon | Trusts & Estates | Markham Ontario

Loucks & Loucks LLP – Barristers & Solicitors – Powers of Attorney, Wills, Trusts, Estates & Estate Planning – Chesley, Ontario, Canada 10 Sep
  • by Listings Manager
  • Canada, Directory, Ontario

Loucks & Loucks | Barristers & Solicitors | Chesley Ontario

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Recent:

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...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

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.

Dementia Hub: Fraud Prevention Resources from AARP

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