Addressing Common Communication Challenges in Estate Planning 10 Jun

Addressing Common Communication Challenges in Estate Planning

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun

The Impact of Mental Health on Intergenerational Wealth Transfers

What are the steps involved in administering an estate? How long does it typically take to administer an estate? What if I’m named as an executor but unwilling to serve? Here you'll find answers to some of the most frequently asked questions... 10 Jun

Frequently Asked Questions About Wills and Estates (BC)

Navigating the complex web of estate planning for Canadians with foreign ties requires a deep understanding of both domestic and international tax laws. That is why involvement of legal experts from the relevant foreign jurisdictions is often necessary and strongly recommended. 30 May

The Complexities of International Estate Planning for Canadians

What Is an Executor? Duties and Role in Estate Planning | An executor is the individual who carries out one's last will, ensuring that the stipulations and wishes of the deceased are carried out properly. 30 May

What Is an Executor? Duties and Role in Estate Planning

Your Living Will: a Crucial Component of a Complete Estate Plan 28 May

Living Will: a Crucial Component of a Complete Estate Plan

As a small business owner or entrepreneur, you have invested time, energy, and resources into building a successful business. But have you considered how your business fits into your broader estate plan? 07 May

Estate Planning for Business Owners: A Step-by-Step Guide

This 3-step guide will explain what to do with an inherited coin collection and go over all your best options. 03 May

Inherited a Coin Collection? Here’s What to Do Next…

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

While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of key terms you may come across when planning your estate: 11 Apr

Quick Reference: Glossary of Common Estate Planning Terms

Family Business Succession Planning: A Canadian Guide 05 Apr

Family Business Succession Planning: A Canadian Guide

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?