Over 6 million Canadians aged 15 and older identifies having one or more disabilities. Today, we're talking about estate planning for disabled beneficiaries in British Columbia. 26 Mar

How to Safeguard Your Disabled Loved Ones in Your Estate Plan

An unusual court fight that's been playing out in Pennsylvania for over a year has pitted more than a dozen schools against the family of the late Campbell’s Soup heiress, Dodo Hamilton, who provided more than half of the UArts endowment. Her heirs are now seeking to claw it back. 09 Mar

Campbell’s Soup Heirs vs Colleges: Court Battle Over Endowment

New Study Finds "Women Are Trusted Most" to Manage Crises and Estates in Canada 03 Mar

Critical Life Decisions: Women Trusted Most

When we are young and vulnerable, our parents protect and care for our every need. As time moves on, we grow up, our parents age, and along the way, we fail to think there could ever be a day that they would be the ones that need looking after. 26 Jan

Managing the Costs of Caring for Aging Parents in Canada

When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Strained relationships can make estate planning much more difficult , but that doesn’t mean you can’t have your final wishes met. 20 Dec

Awkward Family Dynamics: In-Law Conflict & Your Estate

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov

Reluctance to Divulge Estate Plans = Bigger Problems Later

This article explains exactly what a letter of wishes is, why you need one, what to include, and how to write one that truly reflects your intentions. 04 Nov

How & Why To Write a Letter of Wishes: UK Guide

Unfortunately, disputes over Wills are on the rise in the UK... This reflects not only changing family structures but also shifting expectations around inheritance. 30 Oct

Family Dynamics & Inheritance: Managing Expectations

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct

The Time to Discuss The Future of The Family Farm is Now!