It is best to customize a will or trust to your specific situation. Sometimes you want more say in how or when your beneficiaries will acquire and use your assets. For this reason, several clauses are commonly included in wills or trusts... 02 Apr

Types of Clauses Commonly Included in Wills or Trusts

If you wish to restrict the flow of inherited money to your child, you can do so through your will or trust. While there are legal limits on conditional gifting, you are generally free to structure an inheritance the way you would like. 07 Feb

Bequests with Strings Attached: Are Conditional Gifts a Good Idea?

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct

Why Estate Planning is More Challenging for Blended Families

Uncover the impact of life's big moments on estate planning. From saying "I do" to gracefully ageing, learn why updating your Will is a must. Get valuable insights into how these events shape your estate planning decisions and tips for navigating them smoothly.  18 Aug

Five Major Life Events That Affect Your Estate Planning 

Securing the future of a child demands careful planning and thoughtful consideration, especially if they have developmental disabilities that require them to receive lifelong support from loved ones. 26 Apr

Estate Planning for Child with Special Needs: Mistakes to Avoid!

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

How to Plan for Incapacity & Guardianship: Canada 18 Aug

How to Plan for Incapacity & Guardianship: Canada

If you have kids, you need to name a guardian for them when making your will. Consider these steps to help you make this important decision. 25 Jul

5 Steps to Choosing a Guardian for Your Children

Different kinds of life events will have different impacts on your finances. If you’re going through one of these life transitions or are preparing for a change, this article has information that you might find valuable... 14 Jul

Overcoming The Financial Impacts of Major Life Events

Here are nine things to do – and not do – when selecting guardians for a minor child or children. 04 Jan

Choosing a Guardian for a Minor Child: 9 Important Considerations

A Letter of Wishes is an important document and we would usually recommend writing one when setting up a trust or writing a Will which contains trust provisions. They should be updated when circumstances change and reviewed on a regular basis. 25 Feb

Letter of Wishes: What You Need to Know

If you’ve unexpectedly taken over legal guardianship of a minor or disabled person, you may be scrambling to figure out what your next steps should be... 21 Nov

What to Do When You Unexpectedly Become a Guardian