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!

Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”? 18 Sep

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

Baby boomers are expected to pass down $124 trillion by 2048, and women are positioned to inherit much of that wealth. But many say they feel unprepared to manage an inheritance... 27 Aug

Statistics: Majority of Women Confess ‘Inheritance Anxiety’

Bringing wills into the 21st century: will major inheritance law reform soothe or spark legal battles? 21 Jul

Could Inheritance Law Reform in England & Wales Spark Legal Battles?

Many family farms are comprised of large, valuable parcels of farmland that have been passed down through generations. This blog post highlights why family farm operations are uniquely susceptible to estate battles. 18 Jul

Family Farm Operations: Uniquely Susceptible to Estate Disputes

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate 16 Jun

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate