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