Creating an estate plan can protect your family’s finances. Learn why it is important for young families to get an early start on estate planning. 20 Jun

Don’t Wait: Estate Planning for Young Families

This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun

Financial Literacy in Public Libraries: Estate Planning Books

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

MAID in Canada refers to Medical Assistance in Dying, a legal health service allowing eligible individuals to receive assistance from a medical practitioner to end their life under specific circumstances defined by federal and provincial/territorial law.  03 Jun

MAID Canada: Eligibility Criteria and Legal Safeguards

Experiencing anxiety during inheritance matters is more common than you might think. This article explores seven science-backed strategies that help you manage the emotional overwhelm while handling practical inheritance matters with greater clarity and peace of mind. 09 May

Strategies for Managing Anxiety During Inheritance Matters

Comparing DIY Estate Planning Software: Features & Costs | With so many options available, choosing the right DIY Estate Planning Software can feel like navigating a labyrinth... 07 May

Comparing DIY Estate Planning Software: Features & Costs

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

If you or a loved one has been diagnosed with Alzheimer’s disease or a related dementia, it may be difficult to think beyond the day to day. However, taking steps now can help prepare for a smoother tomorrow. 01 May

Decision-Making After a Dementia Diagnosis: Planning Ahead

When a beneficiary cannot be located during the probate process, executors have a legal duty to make reasonable efforts to find them. This guide outlines the steps executors should take to fulfill their obligations... 16 Apr

What Should Executors Do If They Can’t Locate a Beneficiary?

There’s a common myth that Canada doesn't have an inheritance tax, but before you start making financial plans or decisions, having the full picture is important. Whether leaving an inheritance or expecting to receive one, know the tax implications ahead of time. 14 Apr

Myths & Misconceptions About Inheritance Tax in Canada

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them get their estate in order can provide peace of mind for them and their loved ones. 07 Apr

Estate Planning for the Terminally Ill: A Practical Guide