Having a plan in place will go a long way in providing both partners with peace of mind in the event of a relationship breakup. Explore "10 ways to divorce-proof your assets and protect your wealth"... 09 Jan

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

In the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. 02 Jan

Professional Designations in Financial Services: Roles & Definitions

Family Giving: From Personal Tragedy to Family Legacy | Charitable Bequests | Philanthropy | Estates Gone Wrong 22 Dec

Family Giving: From Personal Tragedy to Family Legacy

In light of UK broadcaster Esther Rantzen’s revelation that she has considered assisted dying, we look at the policies of other countries 20 Dec

Assisted Dying Around the World: Where and When it is Allowed

Our pets are more than animals for many of us. They are beloved family members, providing companionship, joy, and comfort. How can you include your pets in your estate plan? What are your options? 08 Dec

Your Estate Plan: Trusts & Care Provisions for Your Pets

Being a guardian comes with a significant amount of responsibility. The purpose of this blog post is to outline the guardianship process and to answer frequently asked questions on the subject of guardianship... 07 Dec

Guardianship: Responsibilities and Frequently Asked Questions

People think a will is an estate plan. But it is not. It is a document as part of an estate plan. A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. 04 Dec

If I Have a Legal Will, Do I Still Need an Estate Plan?

The Costs & Consequences of 'Scorched Earth' Litigation 29 Nov

The Costs & Consequences of ‘Scorched Earth’ Litigation

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 20 Nov

Things to Know Before Filing a Loved One’s Final Tax Return

Will your family inherit your outstanding debts? Who’s responsible for paying them off? Can creditors pursue your beneficiaries for payment? 25 Oct

Don’t Leave Your Family Battling Debt Collectors

The Lost Inheritance: A Cautionary Tale for Executors | Curated Content | Unclaimed Inheritance | Estates Gone Wrong 24 Oct

The Lost Inheritance: A Cautionary Tale for Executors