A helpful guide for understanding important words and laws about advance care planning in all provinces and territories across Canada. 09 Sep

Advance Care Planning Canada: Legal Terminology Resource

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan. It's also wise to select backups in case your primary selections are unavailable. 16 Aug

Designations: Key Roles to Include in Your Estate Plan

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug

Net Family Property (NFP) in Ontario: A Complete Guide

How to Build an Exceptional Estate Plan 10 Aug

Resources: How to Build an Exceptional Estate Plan

This comprehensive guide explores what a holographic will is, the legal requirements it must meet, potential drawbacks, and why you probably need a more robust estate planning solution. 30 Jul

Resources: a Comprehensive Guide to Holographic Wills

Wills and estate planning aren’t just for old, wealthy people. Every adult needs a plan. You’ll feel more confident about your future after you’ve made these decisions and communicated them to the people you care about most. 24 Jul

Estate Planning: Six Steps to Getting Started

Administering an estate after someone passes away can be a daunting task, filled with legal complexities and emotional challenges. This Ultimate List aims to provide a comprehensive guide to navigating this process effectively. 16 Jul

What You Need to Know About Administering an Estate: Australia

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

Long-term Care Options & Accommodation Costs: Ontario 02 Jul

Long-term Care Options & Accommodation Costs: Ontario

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips 24 Jun

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips

By adopting specific strategies, you can improve the quality of your interactions, making them more meaningful and productive. Here are some practical tips to help you communicate more effectively with aging individuals... 11 Jun

ElderCare: Strategies for Effective Communication