Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones... 13 Jul

6 Tips to Help You Talk to Your Family About Estate Planning

There has been a rise in disputes over estates, with many of the problems linked to outdated wills or the absence of any Will at all. Rise in Will disputes prompts warning to people in their 40s and 50s... 10 Apr

Rise in UK Estate Disputes: The Cost of Outdated Wills

It seems that traditional approaches and societal norms are underpinning the practice of the daughter being given the caregiver role and the son looking after finances and property, even though their skills and abilities may not match those roles. 30 Mar

Designating POA Responsibilities: Is Gender Playing a Role?

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov

Reluctance to Divulge Estate Plans = Bigger Problems Later

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

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”?

While Canada is undergoing its largest-ever wealth transfer, with $1 trillion in assets expected to change hands, data reveals many are unprepared, and their financial advisors are not equipped to offer comprehensive estate planning support. 15 Sep

The Great Wealth Transfer: Canadians Remain Unprepared

While it can be an uncomfortable conversation to have, many Canadians say estate planning is important, yet nearly half report having never discussed the topic with their financial advisor, according to a new survey. 15 Sep

Estate Planning Survey Reveals Canadians Are Not Prepared

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