One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

The estate of Hulk Hogan is pushing back forcefully against a claim that seeks $10 million over the origins of the wrestler's branded beer business, setting the stage for a high-stakes legal battle. 10 Mar

Hulk Hogan’s Heirs Wrestling with $10 Million Beer Brand Lawsuit

An unusual court fight that's been playing out in Pennsylvania for over a year has pitted more than a dozen schools against the family of the late Campbell’s Soup heiress, Dodo Hamilton, who provided more than half of the UArts endowment. Her heirs are now seeking to claw it back. 09 Mar

Campbell’s Soup Heirs vs Colleges: Court Battle Over Endowment

Several life events stand out as clear signals that financial guidance should move to the top of the to-do list... Don’t wait until things feel complicated. 08 Mar

Life Events That Should Trigger a Call for Financial Guidance

"Some businesses remain in the family. Others do not. Business owners might muse about succession within the family unit. However, musings do not always give rise to enforceable promises." 04 Mar

Succession Planning for a Family Business Can Be Tricky

Building a multi-million dollar estate takes decades of vision, sacrifice, and relentless hard work. Here are the harsh realities of leaving that wealth completely unprotected and why establishing a wealth preservation strategy must be your top priority. 04 Mar

Harsh Realities of Leaving 7-Figure Wealth Completely Unprotected

New Study Finds "Women Are Trusted Most" to Manage Crises and Estates in Canada 03 Mar

Critical Life Decisions: Women Trusted Most

If you want to pass along assets to heirs, a little creativity can help you avoid or reduce estate taxes. This article explores eight smart and effective —most importantly, legal— ways... 03 Mar

Planning Strategies: Legal Ways To Reduce Estate Taxes

01 Mar

Planning for Collectible Assets: Start with a Written Inventory

A recent decision of the Ontario Superior Court of Justice provides a stark reminder that unsuccessful litigants—particularly those who advance self-interested claims—may be ordered to pay millions of dollars in costs personally. 27 Feb

Ontario Beneficiary Held Personally Liable for Legal Costs

Probate, the legal process of administering a deceased person’s estate, can range from a few months to several years, depending on various factors. Here’s a general overview of the steps and time frame involved in the probate process... 26 Feb

2026 Update: How Long Does Probate Take in The UK?

A family business succession plan is more than paperwork; it is a systematic roadmap that protects the company’s legacy and the family’s wealth.  25 Feb

Family Business Succession Planning in Canada: 2026