When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar inheritance — but her parents think they ‘got skipped’ and want in on it. 29 Jan

Family Drama & Weird Vibes: Grandma’s Inheritance Surprise

Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec

Family Enterprise Canada Podcast: “Don’t Leave a Mess!”

Dive a little deeper into the most common questions that people are asking online about estates, probate, and the role of the executor... RBC's "Matters Beyond Wealth" podcast : Episode 54 12 Nov

Frequently Asked Questions About Being an Executor in Canada

Guardianship and Conservatorship, while similar, serve different purposes. Understanding these roles is essential for planning for the future of loved ones who may need assistance. 05 Nov

Guardianship and Conservatorship: Understanding the Differences

5 Mistakes to Avoid When Naming a Guardian for Your Children 02 Oct

5 Mistakes to Avoid When Naming a Guardian for Your Children

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun

The Impact of Mental Health on Intergenerational Wealth Transfers

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

People think a will is an estate plan. But it is not. It is a document as part of an estate plan. A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. 04 Dec

If I Have a Legal Will, Do I Still Need an Estate Plan?