The terms "advance care plan" and "living will" are often used interchangeably in Canada, but there are important distinctions between these two healthcare planning documents. Understanding these differences is crucial for making informed decisions about your future medical care. 24 Jan

Advance Care Plans vs. Living Wills in Canada: What are the Differences?

Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec

Family Enterprise Canada Podcast: “Don’t Leave a Mess!”

"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”

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep

Sholdice Financial Services | Estate Planning | Brussels Ontario

Long-Term Care Statistics: Make Informed Decisions | Elder Care | Health Care Costs | Statistics | Retirement Planning | Estates Gone Wrong 25 Jul

Long-Term Care Statistics: Make Informed Decisions

Long-term Care Options & Accommodation Costs: Ontario 02 Jul

Long-term Care Options & Accommodation Costs: Ontario

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun

The Impact of Mental Health on Intergenerational Wealth Transfers

As we grow older and enter retirement, we face many LIFE-CHANGING decisions. We must consider long-term care, financial well-being, and, ultimately, our end-of-life planning. Fortunately, there are legislations in place to protect the rights and interests of older individuals. 31 May

Elder Care Law: A Comprehensive Guide for Families

Your Family Pet Deserves a Well Thought Out Transition Plan | Curated Content | Common Mistakes | Estates Gone Wrong 15 Apr

Your Family Pet Deserves a Well Thought Out Transition Plan

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr

The Great Wealth Transfer: How Prepared are Canadians?

You’ll want to ask your parents about their legal documents, finances, health and safety, living arrangements, and end-of-life wishes. These example questions can help you and your parents prepare for the future. 21 Mar

Essential Questions You Should Ask Your Aging Parents

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar

Relying Solely on a Will? It Could Be a Costly Mistake!