7 Best Estate Planning Books for 2023 | It’s never too early to start planning your estate. You can be prepared with these seven books on estate planning. 22 Mar

Resources: 7 Best Estate Planning Books for 2023

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Balancing fairness with religious and cultural customs in estates— The law requires equality between men and women. Following tradition may not stand up in court... 09 Mar

Balancing Cultural Tradition and Estate Law in BC

During this highly stressful and overwhelming time, it is important to remember that financial well-being can be critical to your path to mental wellness. These five steps are a good place to start... 11 Jan

Financial Well-Being: Coping with Debt After Losing Your Spouse

When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. Using a trust company can make things a lot easier when it’s time to plan and execute your estate. 06 Jul

Who Can You Trust to Help Reduce the Stress of Estate Planning?

By approaching estate planning with openness and involving your family in the conversation, you create a legacy of love, respect, and financial security that extends beyond your lifetime. 20 Jun

What & When Should You Tell Your Children About Their Inheritance?

All of our personal losses, such as the death of a loved one, have financial aspects. Survivors are faced with making money decisions and dealing with finances while they are grieving. There is nothing wrong with asking for help. 06 Jun

Loss & Transition: Coping with Finances While Coping with Grief

It might be the hardest part of caregiving — watching your loved one slip away step by terrible step, knowing you can’t stop the decline and grieving the loss, long before they’re actually gone. 16 May

Five Steps for Dealing with Anticipatory Grief

Executors have a duty to notify beneficiaries of their entitlement under an estate, but what happens if a beneficiary can’t be easily identified or found? 14 Mar

Missing Beneficiaries: What Executors Need to Know

Family Enterprise Canada: Effective Estate Planning Tools 21 Feb

Family Enterprise Canada: Effective Estate Planning Tools

HopeHealth grief counselor, Diane Lambert, has advice to help those who may find themselves feeling emotionally adrift now that one or both parents is no longer a phone call away... 20 Jun

Ways to Help You Heal & Cope: Grieving the Loss of a Parent

A Letter of Wishes is an important document and we would usually recommend writing one when setting up a trust or writing a Will which contains trust provisions. They should be updated when circumstances change and reviewed on a regular basis. 25 Feb

Letter of Wishes: What You Need to Know