This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

Generational wealth erosion is a common phenomenon where inherited wealth diminishes over time, often within a few generations. Several factors contribute to the dissipation of inherited wealth... 08 Jan

Generational Erosion of Inherited Wealth: Why Does it Happen?

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov

How to Search for Unclaimed Inheritance: Canada

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov

Understanding Sudden Wealth Syndrome: Risks & Safeguards

Preserving your legacy and passing on generational wealth is a cornerstone of financial and estate planning. But it doesn’t always pan out. There is much to learn from ultra-rich families who lose everything after passing on their wealth... 26 Oct

Lost Legacies: Wealth Squandered By the Heirs of the Ultra-Rich

Why Transparency Matters: The Importance Of Open Dialogue | Curated Content | Communication Breakdowns | Estates Gone Wrong 12 Sep

Why Transparency Matters: The Importance Of Open Dialogue

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

Ensuring that younger generations don’t waste the wealth you’ve worked so hard to build starts with careful estate and tax planning. It's up to you to set the rules... 29 May

Will Your Heirs Blow Their Inheritance? That’s Up To You!

Billionaire Family Feuds: The 7 Biggest Disputes 26 Apr

Billionaire Family Feuds: Seven High-Profile Disputes

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?

Inheritance Wars— More Families Fight Over Money | Curated Content | Family Disputes | Probate | Court Battles | Estates Gone Wrong 18 Mar

Family Inheritance Wars “On The Rise” in the UK