Many Americans will need long-term care (LTC) at some point, but not everyone may understand what it really involves. These statistics illustrate the importance of long-term care and planning... 07 Aug

Long-Term Care Statistics 2025: The Importance of Planning

Inspired by recent research on inheritance family feuds, here’s how to protect your family from the devastating conflicts that tear families apart after a loved one’s passing... 10 Jul

Family Feuds Over Inheritance: Causes & Conflict Prevention

It’s never too early to start talking with your family members to ensure everyone is on the same page when a care crisis occurs. Specifically, talk to your parents about their intentions for the future when they’re still capable of managing their affairs. 10 Jul

Planning Care for Aging Parents: Five Key Steps

This guide explains—in plain language—how the Long‑Term Care Rate Reduction Program works and how it can help lower your monthly bill. 03 Jul

Reducing the Cost of Long-Term Care in Ontario

It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes.  12 Jun

Strategies for Minimizing Generation-Skipping Transfer Taxes

Over two-thirds of small business owners plan to retire in the next two years. Without a solid succession plan in place, many of these small businesses, which have been integral to their communities for decades, will vanish. 12 Jun

Small Business Succession Planning: 2025 Statistics

Successful family business succession requires balancing emotional and rational considerations, family harmony and business performance, tradition and innovation. It demands honest self-assessment, difficult conversations, and sometimes painful decisions. 06 Jun

Mastering Family Business Succession Planning

Passing the torch while preserving your family’s success— Succession planning is a critical process that safeguards the longevity of family-owned businesses. Here are 6 tips to help ensure a seamless transition... 13 May

Passing the Torch: Succession Planning for Your Family Business

Why Your Family Needs to Know About Your 'Digital Stash' 06 May

Why Your Family Needs to Know About Your ‘Digital Stash’

United Nations report says Canada should repeal MAID for people with non-terminal illness... The UN committee also asked the federal government to end the proposed expansion of MAID for patients with mental disorders and to ban any federal support for any requests in advance. 06 Apr

Canada MAID Laws: United Nations Report Asks for Stricter Rules

When we think of Family Business Succession, we tend to picture a smooth handoff. Yet, the reality is usually fraught with disagreements, financial strain, and even emotional burnout. It takes careful planning, open dialogue, and a willingness to adapt to keep a company running across decades. 05 Apr

The Truth About Family Business Succession: Why Many Fail

Early inheritance is an increasingly popular route towards homeownership: a way for Canadian families to support younger generations... 27 Mar

Early Inheritance is Trending: Canada’s ‘Living Legacy’ Movement