Life Insurance can be used as an extremely useful estate-planning tool that can go far beyond keeping your family financially secure. It can help maximize your estate’s value and ensure that your will is distributed fairly, all while funding your estate’s tax liabilities. 15 May

Estate Preservation Strategies: The Tax Benefits of Life Insurance

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb

Deemed Disposition at Death: Top Questions Answered

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?

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb

Tax Considerations for Inherited Properties: What You Need to Know

Selling Inherited Property: Tips for Executors and Beneficiaries | Property Pitfalls | Real Estate | Estates Gone Wrong 29 Aug

Selling Inherited Property: Tips for Executors and Beneficiaries

There are significant risks to consider when transferring a business to the next generation. Here is some advice to drastically improve your chances of succession success... 06 Dec

Family Business: Setting The Next Generation Up To Succeed