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”?

While Canada is undergoing its largest-ever wealth transfer, with $1 trillion in assets expected to change hands, data reveals many are unprepared, and their financial advisors are not equipped to offer comprehensive estate planning support. 15 Sep

The Great Wealth Transfer: Canadians Remain Unprepared

While it can be an uncomfortable conversation to have, many Canadians say estate planning is important, yet nearly half report having never discussed the topic with their financial advisor, according to a new survey. 15 Sep

Estate Planning Survey Reveals Canadians Are Not Prepared

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

It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes.  12 Jun

Strategies for Minimizing Generation-Skipping Transfer Taxes

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb

US Boomers Reassessing Priorities: Impact on Future Homeownership

Don't Wait until it's Too Late: Communicate Your Plans with Your Family 10 Feb

Don’t Wait: Communicate Your Plans with Your Family

Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose