Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality. 17 Apr

Cross-Border Estate Planning Lessons from a Destination Wedding

Several life events stand out as clear signals that financial guidance should move to the top of the to-do list... Don’t wait until things feel complicated. 08 Mar

Life Events That Should Trigger a Call for Financial Guidance

For many couples, mirror wills offer a straightforward way to express shared wishes and provide for each other, but understanding whether they’re the right choice for your family requires more than just a simple yes or no. 23 Feb

Mirror Wills: A Complete Guide for Couples in The UK

Second marriages and blended families don’t have to mean complicated or risky outcomes. With the right planning, you can protect everyone's interests and reduce the risk of disputes. Seeking legal advice early is essential... 01 Feb

Second Marriages: Seeking Legal Advice Early is Essential

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes

A spousal trust can be very beneficial for your family’s financial future. But the execution of such a trust requires careful consideration and planning as trustees must balance the current needs of the surviving spouse with the future inheritance of the heirs. 06 Oct

Spousal Trusts: Selecting the Right Trustee

It is crucial for individuals to fully understand the significant implications and constraints of mutual wills before committing to them. 02 Oct

Mutual Wills: Know The Risks Before You Commit!

It is important to understand the limited purpose and necessity behind 'Net Family Property' clauses. They are not a catchall for sheltering and protecting the inheritance of a divorcing beneficiary, although they usually have the appearance of trying to achieve this objective. 12 Aug

Understanding the ‘Net Family Property’ Exclusion Clause: Ontario

Life events such as marriage or divorce significantly impact estate planning. This article explains the implications of marriage and divorce on wills, outlines the key provisions of Section 56, and provides guidance on steps to protect your estate planning intentions. 30 Jul

Impact of Marriage & Divorce: Estate Law Reform in BC

Is Inheritance Considered Marital Property in Canada? 25 Jul

Is Inheritance Considered Marital Property in Canada?

Predatory marriage occurs when someone marries a vulnerable elderly person, often with cognitive decline, to gain financial control. Early intervention is essential – contact an experienced estate professional immediately upon discovering suspicious circumstances. 24 Jul

Predatory Marriage: Protecting Aging Populations in Alberta

This in-depth guide explores strategies and best practices to help you create a thoughtful, effective estate plan that protects your blended family and prevents future conflicts. 22 Jul

Estate Planning for Blended Families: Strategies & Best Practices