Why Your Family Needs to Know About Your 'Digital Stash' 06 May

Why Your Family Needs to Know About Your ‘Digital Stash’

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

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose

There are numerous factors at play in this increase in probate disputes; we have an ageing population, with diverse family members and estates that are worth increasing amounts. Couple that with people being more aware that they can bring some sort of claim, and there is a perfect recipe for an increase in claims. 10 Jan

What is Causing the Increase in Contentious Probate Claims?

Inheritance disputes are as old as time, but in recent years, there’s been an increase in families embroiled in legal arguments. Here are the various stances on inheritance disputes, 2024 statistics, and the demographics of those discussing the topic online.  18 Oct

Inheritance Dispute Statistics: 2024 Rising Trends