Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”? 18 Sep

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

Baby boomers are expected to pass down $124 trillion by 2048, and women are positioned to inherit much of that wealth. But many say they feel unprepared to manage an inheritance... 27 Aug

Statistics: Majority of Women Confess ‘Inheritance Anxiety’

Inspired by recent research on inheritance family feuds, here’s how to protect your family from the devastating conflicts that tear families apart after a loved one’s passing... 10 Jul

Family Feuds Over Inheritance: Causes & Conflict Prevention

Over two-thirds of small business owners plan to retire in the next two years. Without a solid succession plan in place, many of these small businesses, which have been integral to their communities for decades, will vanish. 12 Jun

Small Business Succession Planning: 2025 Statistics

These early financial warning signs and risks are a crucial part of planning for diminishing capacity to protect a vulnerable family member... 09 Jun

Diminishing Capacity: Financial Risks & Early Warning Signs

United Nations report says Canada should repeal MAID for people with non-terminal illness... The UN committee also asked the federal government to end the proposed expansion of MAID for patients with mental disorders and to ban any federal support for any requests in advance. 06 Apr

Canada MAID Laws: United Nations Report Asks for Stricter Rules

When we think of Family Business Succession, we tend to picture a smooth handoff. Yet, the reality is usually fraught with disagreements, financial strain, and even emotional burnout. It takes careful planning, open dialogue, and a willingness to adapt to keep a company running across decades. 05 Apr

The Truth About Family Business Succession: Why Many Fail

The infamous “shirtsleeves curse” is one that has occupied the mind of many a wealthy patriarch on a sleepless night. Affecting 90% of the wealthy, even America’s richest family couldn’t escape its clutches. 25 Mar

The Infamous “Shirtsleeves Curse”: a Case Study

Sudden wealth is often seen as a dream come true. But the reality is far more complex— What losing $14 Million taught estate planning attorney, Paul Deloughery, about sudden wealth and inheritance... 14 Mar

$14 Million Lesson: The Hidden Dangers of Sudden Wealth

Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of Canadian seniors unable to leave their jobs. What can aspiring but anxious would-be retirees do? 13 Mar

Why “Unretirement” May Be the Fate of So Many Canadians

As individuals approach the end of life, families often find themselves at the heart of crucial care decisions. It is essential for families to communicate openly, ensuring that all members feel supported and included in the decision-making process. 26 Feb

Understanding The Role of Family in End-Of-Life Care Decisions

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb

US Boomers Reassessing Priorities: Impact on Future Homeownership