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

Second marriages and blended families don’t have to mean complicated or risky outcomes. With the right planning, you can protect everyone's interests and reduce the risk of disputes. Seeking legal advice early is essential... 01 Feb

Second Marriages: Seeking Legal Advice Early is Essential

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes

It is important to understand the limited purpose and necessity behind 'Net Family Property' clauses. They are not a catchall for sheltering and protecting the inheritance of a divorcing beneficiary, although they usually have the appearance of trying to achieve this objective. 12 Aug

Understanding the ‘Net Family Property’ Exclusion Clause: Ontario

Huntington Hartford II, heir to the A&P grocery fortune, experienced a significant financial decline due to a series of failed ventures and lavish spending habits, ultimately leading to bankruptcy.  08 Aug

Heir to A&P Grocery Fortune Forced to File for Bankruptcy

Spendthrift trusts help ensure that beneficiaries can’t squander their inheritance. They can also serve to protect assets from creditors. Rather than allowing the beneficiary to receive a lump sum, the trustee releases the money incrementally. 07 Aug

Spendthrift Trusts: What Are They and How Do They Work?

Life events such as marriage or divorce significantly impact estate planning. This article explains the implications of marriage and divorce on wills, outlines the key provisions of Section 56, and provides guidance on steps to protect your estate planning intentions. 30 Jul

Impact of Marriage & Divorce: Estate Law Reform in BC

Is Inheritance Considered Marital Property in Canada? 25 Jul

Is Inheritance Considered Marital Property in Canada?

This in-depth guide explores strategies and best practices to help you create a thoughtful, effective estate plan that protects your blended family and prevents future conflicts. 22 Jul

Estate Planning for Blended Families: Strategies & Best Practices

Someone should start thinking about estate planning as soon as they start accumulating any form of wealth or they have financial responsibilities or obligations to another person. But it’s not a one-and-done discussion. 02 Jul

Ten Life Events that Should Make You Revisit Your Estate Plans

How my mother lost a multi-million dollar inheritance and got stuck with a $50k funeral bill: 21 ex-millionaires share how they either lost or squandered their fortunes— anonymous BuzzFeed submissions... 29 Jun

How My Mother Lost a Multi-Million Dollar Inheritance

Ontario has changed how inheritance works for separated spouses. If you’re separated and living in Ontario, these new rules could affect who receives your estate whether or not you have a will. 17 Jun

Ontario’s Succession Law: New Rules Affect Separated Spouses