Talking about money is never easy, especially when it involves inheritance, and in many wealthy families, conversations about who gets what, when, and why can feel uncomfortable. Learn how to have constructive talks regarding wealth, values, legacy. 06 Oct

Family Wealth Conversations: Strategies That Work

A spousal trust can be very beneficial for your family’s financial future. But the execution of such a trust requires careful consideration and planning as trustees must balance the current needs of the surviving spouse with the future inheritance of the heirs. 06 Oct

Spousal Trusts: Selecting the Right Trustee

It is crucial for individuals to fully understand the significant implications and constraints of mutual wills before committing to them. 02 Oct

Mutual Wills: Know The Risks Before You Commit!

If you’re navigating grief and decision making, especially in the early aftermath of loss, this guide —"How to Make a Big Decision While Grieving"— is for you... 02 Oct

Navigating Life After Loss: Making Big Decisions While Grieving

Neutral Ground in Family Storms: How the appointment of a professional estate executor can help families navigate turbulent waters. 12 Sep

Reasons for Appointing a Neutral Professional in The Role of Executor

Without proper planning, your pets could end up in shelters or with people who aren’t prepared to care for them properly. Taking time now to make these arrangements ensures your faithful companions will be loved and cared for throughout their lives. 09 Sep

Choosing the Right Caregiver for Your Furry Family Members

While a verbal promise might be enforceable in certain circumstances, it’s best to have the promised inheritance in writing. This article explores the legal obligations that come with promised inheritance in British Columbia.  09 Sep

Protecting Your Verbally Promised Inheritance

Planning your own funeral is an incredible act of love. If you don’t design and document your final wishes, your family will have to do so while mourning your death. 08 Sep

How To Plan Your Own Funeral: 10-Step Guide & Checklist

As an executor, it is important to be aware that simply being in a position where your interests appear to conflict with those of the beneficiaries may be enough for a court to remove you as an executor. 08 Sep

Examples of Executor-Beneficiary Conflict of Interest

Recognizing these scams enables you to more effectively safeguard your interests during probate. If you feel any fraud is being committed, here's what you need to know... 06 Sep

Common Probate Scams: Recognizing Fraudulent Activities

Life Insurance is more than just a safety net. It’s a strategic tool. Learn how life insurance is not just about risk— it’s about opportunity... in this in-depth guide to understanding the different types of Life Insurance for Estate Planning in Canada. 05 Sep

Understanding The Role of Life Insurance in Estate Planning

You only have so many hours in the day, days in a week, or patience in being pulled in different directions. Being proactive may seem like extra work now, but it will pay dividends— plan ahead, and the journey will be much smoother. 05 Sep

Balancing End-of-Life Planning for Your Aging Parents and for Yourself