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

A living will is an important part of advance care planning, which involves discussing and preparing for future health care decisions in the event you can’t make them. Learn where to find advance directive forms in your state. 31 Oct

Advance Care Planning: Preparing a Living Will

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

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

Your plans for the future are a big deal— so much so that you shouldn’t trust just anyone to prepare them for you. Here's how to interview an Estate Planning Attorney... 15 Mar

How to Interview an Estate Planning Attorney

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