Discussing your estate plan with difficult family members can feel daunting, but with patience, empathy, and a dash of humor, you can navigate the conversation effectively. By approaching it with kindness and understanding, you can ensure your wishes are clearly communicated and respected, keeping the family harmony intact—even if it means cracking a joke or two along the way. 27 May

How to Talk to Your Family about Your Fiduciary Choices

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May

Passing Down Your Business to The Next Generation

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?

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar

Relying Solely on a Will? It Could Be a Costly Mistake!

Testamentary Capacity and Estate Planning in Ontario 22 Jan

Testamentary Capacity and Estate Planning in Ontario

America's Elder Care Crisis is Here— And We're Not Ready | Long-Term Care | Elder Care | Estates Gone Wrong 15 Dec

America’s Elder Care Crisis is Here & We’re Not Ready

Our pets are more than animals for many of us. They are beloved family members, providing companionship, joy, and comfort. How can you include your pets in your estate plan? What are your options? 08 Dec

Your Estate Plan: Trusts & Care Provisions for Your Pets

Being a guardian comes with a significant amount of responsibility. The purpose of this blog post is to outline the guardianship process and to answer frequently asked questions on the subject of guardianship... 07 Dec

Guardianship: Responsibilities and Frequently Asked Questions

Estate Law Reform is urgent and imperative to protect elders from financial abuse: specifically in the areas of power of attorneys, intervivos gifts, and will planning. 23 Oct

Elder Abuse Epidemic: Urgent Need for Estate Law Reform

Abusive Guardianships: Prevention & Taking Action 19 Sep

Abusive Guardianships: Prevention & Taking Action

No matter how little or how many assets you have, every person should go through the estate planning process. At a minimum, you should review and reassess your estate planning documents whenever these eight events occur... 18 Sep

Eight Big Events: When You Should Review Your Estate Plan

How to Plan for Incapacity & Guardianship: Canada 18 Aug

How to Plan for Incapacity & Guardianship: Canada