Experiencing anxiety during inheritance matters is more common than you might think. This article explores seven science-backed strategies that help you manage the emotional overwhelm while handling practical inheritance matters with greater clarity and peace of mind. 09 May

Strategies for Managing Anxiety During Inheritance Matters

Give Yourself Permission to Grieve: Managing the psychological aspects of an inheritance ultimately determines whether the windfall becomes a lasting positive influence or a temporary financial event... 08 May

The Psychology of an Inheritance Windfall: Strategic Approaches

Comparing DIY Estate Planning Software: Features & Costs | With so many options available, choosing the right DIY Estate Planning Software can feel like navigating a labyrinth... 07 May

Comparing DIY Estate Planning Software: Features & Costs

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

If you or a loved one has been diagnosed with Alzheimer’s disease or a related dementia, it may be difficult to think beyond the day to day. However, taking steps now can help prepare for a smoother tomorrow. 01 May

Decision-Making After a Dementia Diagnosis: Planning Ahead

If you're inheriting assets, understanding inheritance tax is crucial to avoid unexpected tax bills. This article details everything you need to know—what it is, which states have it, and how you can minimize its impact. 23 Apr

Understanding & Minimizing State Inheritance Tax Obligations

If you’re wondering, “Do I need an estate attorney?”—chances are, the answer is yes. You don’t need to be wealthy or elderly. Estate planning is about control, not age. It gives you a say in who handles your affairs and inherits your assets, rather than leaving it up to the courts. 19 Apr

How Will I Know If I Need To Hire An Estate Planning Attorney?

When a beneficiary cannot be located during the probate process, executors have a legal duty to make reasonable efforts to find them. This guide outlines the steps executors should take to fulfill their obligations... 16 Apr

What Should Executors Do If They Can’t Locate a Beneficiary?

Navigating the complexities of taxes after death can be daunting, but it’s crucial for ensuring that your estate is managed effectively and your beneficiaries are protected. 12 Apr

Navigating the Complexities of Taxes after Death in Canada

Estate taxes in Canada can be confusing, but understanding the key rules can save your family money. By understanding these essentials, you can take action now to ensure your family keeps more of what you’ve built. 11 Apr

Complete Guide to Estate Taxes in Canada

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them get their estate in order can provide peace of mind for them and their loved ones. 07 Apr

Estate Planning for the Terminally Ill: A Practical Guide

With spring in the air, many of us feel inspired to do some cleaning and clear the clutter. While the task may seem daunting, did you know it’s also an essential step in creating a well-thought-out estate plan? 06 Apr

How Decluttering Can Help Streamline Estate Administration