There are a few key options to transfer art to the next generation outside a will, mitigating taxable capital gains and probate fees. Here's what to consider and why it’s time to get proactive... 14 Aug

Art Collections & Estate Planning: Why it’s Time to Get Proactive

New book “Squandered: How Not to Succumb to the Third-Generation Curse” puts the spotlight on the risks and pitfalls of family succession... 06 Aug

Squandered Wealth: New Book Explores Third-Generation Curse

Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets. 05 Aug

US Long-Term Care Costs ‘Eating into’ Family Wealth

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on. 26 Jul

Cost of Eldercare Obliterating Expected Inheritance

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting. 15 Jul

5 Estate Planning Steps Canadians Delay The Most

Dealing with the GSTT can be complex and confusing. With proper planning, the GST exemption provides opportunities to reduce or potentially eliminate the transfer taxes associated with gifting or passing money to younger generations. 12 Mar

Understanding The Generation-Skipping Transfer Tax (GSTT)

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar

Family Business: Planning for Future Generational Transitions

A family business succession plan is more than paperwork; it is a systematic roadmap that protects the company’s legacy and the family’s wealth.  25 Feb

Family Business Succession Planning in Canada: 2026

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan

Generational Transition Will Shape The Canadian Economy

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov

Reluctance to Divulge Estate Plans = Bigger Problems Later

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct

The Time to Discuss The Future of The Family Farm is Now!