Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets. 05 Aug

US Long-Term Care Costs ‘Eating into’ Family Wealth

Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement. 29 Jul

Why Canadian Kids Are Bailing Out Boomer Parents

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on. 26 Jul

Cost of Eldercare Obliterating Expected Inheritance

What are you actually entitled to know as an estate beneficiary? And if you are the executor, what do you actually have to share? Here is how it works in British Columbia... 21 Jul

Beneficiary Rights in BC: What Executors Need to Know

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"... 17 Jul

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting. 15 Jul

5 Estate Planning Steps Canadians Delay The Most

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

Effective succession planning for family business isn't just about paperwork; it's about securing your future and your family's peace of mind. In this guide, you'll learn how to protect your legacy and minimize tax liabilities when transitioning your company under current regulations... 02 Jul

Guide to Family Business Succession Planning for Canadians

This guide explains who can be a beneficiary, the different types, the rights you hold as a beneficiary in Ontario, and the rules that decide what happens when something goes wrong. 21 May

The Rights You Hold as a Beneficiary in Ontario

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?

Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations. 30 Mar

Urban Heirs, Rural Assets: Inheriting Farmland in Canada