Navigating probate in Canada requires careful planning and attention to provincial laws. Learn how to handle probate in Canada, including costs, processes, and asset exemptions. 03 Dec

Your Complete Guide to Navigating Probate in Canada

Leaving your house to your children can be a meaningful way to pass on your legacy, but it is important to consider all aspects of it. 04 Nov

Factors to Consider Before Leaving Your House to Your Children

Increasing Financial Stress Leads to Lack of Estate Planning 04 Nov

Increasing Financial Stress Leads to Lack of Estate Planning

Avoid Estate Administration Surprises. Performing a title search on your property as part of your estate plan could save your heirs both money and hassle.  26 Oct

Avoid Estate Administration Surprises: Perform a Title Search

Preserving your legacy and passing on generational wealth is a cornerstone of financial and estate planning. But it doesn’t always pan out. There is much to learn from ultra-rich families who lose everything after passing on their wealth... 26 Oct

Lost Legacies: Wealth Squandered By the Heirs of the Ultra-Rich

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

My mom, 65, inherited $450K when my dad died — but now she’s hooked on slots and burning through the cash. How can I protect our family’s assets before it’s too late? 27 Sep

My Mom Inherited $450k: Now She’s ‘Hooked on Slots’

Texas woman, 40, squandered $250K inheritance on travel and ‘fancy dinners’ — how she turned things around... 13 Sep

Texas Woman Squandered $250K Inheritance

Why Transparency Matters: The Importance Of Open Dialogue | Curated Content | Communication Breakdowns | Estates Gone Wrong 12 Sep

Why Transparency Matters: The Importance Of Open Dialogue

What to Do if You Inherit a House with a Mortgage | Curated Content | Property Pitfalls | Real Estate | Inheriting Debt | Estates Gone Wrong 27 Aug

What to Do if You Inherit a House with a Mortgage

While the prospect of helping out a loved one may seem like an attractive opportunity, the informal nature of these loans carries the risk of non-payment. Relationships change and goodwill can disappear. Lenders may have to turn to legal claims to recoup their funds. 12 Aug

Informal Loan Agreements: Goodwill is Not a Guarantee

The Barclay family feud started with accusations of privacy breach at the family-owned Ritz hotel. Open discussions about succession, good structuring and mediation could help a family business avoid going the same way as the Barclay's. 22 Jul

Rise and Fall of an Empire: The Barclay Family Feud