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”?

Neutral Ground in Family Storms: How the appointment of a professional estate executor can help families navigate turbulent waters. 12 Sep

Reasons for Appointing a Neutral Professional in The Role of Executor

With the right strategy in place, you can celebrate your role as a grandparent by creating an enduring, tax-efficient legacy. Learm more about the Generation-Skipping Transfer (GST) tax and how to protect your family’s legacy. 10 Sep

Legacy Planning: The Generation-Skipping Transfer (GST) Tax

Without proper planning, your pets could end up in shelters or with people who aren’t prepared to care for them properly. Taking time now to make these arrangements ensures your faithful companions will be loved and cared for throughout their lives. 09 Sep

Choosing the Right Caregiver for Your Furry Family Members

Planning your own funeral is an incredible act of love. If you don’t design and document your final wishes, your family will have to do so while mourning your death. 08 Sep

How To Plan Your Own Funeral: 10-Step Guide & Checklist

Recognizing these scams enables you to more effectively safeguard your interests during probate. If you feel any fraud is being committed, here's what you need to know... 06 Sep

Common Probate Scams: Recognizing Fraudulent Activities

Life Insurance is more than just a safety net. It’s a strategic tool. Learn how life insurance is not just about risk— it’s about opportunity... in this in-depth guide to understanding the different types of Life Insurance for Estate Planning in Canada. 05 Sep

Understanding The Role of Life Insurance in Estate Planning

You only have so many hours in the day, days in a week, or patience in being pulled in different directions. Being proactive may seem like extra work now, but it will pay dividends— plan ahead, and the journey will be much smoother. 05 Sep

Balancing End-of-Life Planning for Your Aging Parents and for Yourself

Moving to a new state is a significant life event that requires reviewing and likely updating your estate plan, as state laws and tax implications can differ. 04 Sep

Moving to a New State? Review & Update Your Estate Plan!

Planning a funeral can seem like a daunting task, but a step-by-step approach can help you to honor and remember a loved one. Memorial services provide opportunities for family members, friends, and others to offer comfort and support to the bereaved and to each other. 04 Sep

Funeral Planning: Step-by-Step Guide to Honoring a Loved One

Ontario Estate Court Forms Revamped: Key Changes You Need to Know 29 Aug

Ontario Estate Court Forms Revamped: Key Changes

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’