The infamous “shirtsleeves curse” is one that has occupied the mind of many a wealthy patriarch on a sleepless night. Affecting 90% of the wealthy, even America’s richest family couldn’t escape its clutches. 25 Mar

The Infamous “Shirtsleeves Curse”: a Case Study

Estate planning and long-term care planning should go hand in hand. A well-prepared plan ensures that assets are managed properly, healthcare preferences are honored, and family members are not left struggling to make last-minute financial decisions. 15 Mar

Estate and Long-term Care Planning Should Go Hand in Hand

Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of Canadian seniors unable to leave their jobs. What can aspiring but anxious would-be retirees do? 13 Mar

Why “Unretirement” May Be the Fate of So Many Canadians

March is Fraud Prevention Month and with reported cases of fraud rising, seniors are encouraged to increase their awareness of current scams and learn how they can protect themselves. 10 Mar

Cyber Scams: Fraud Prevention Resources for Canadian Seniors

While precise global statistics on inheritance disputes are limited, studies and reports from various regions indicate a noticeable rise in inheritance disputes worldwide, often attributed to factors like complex family structures, increased wealth, and more people opting for DIY wills without legal guidance.  03 Mar

Noticeable Rise in Inheritance Disputes Worldwide

The New Charity Funding Crisis: Aid & Education at Risk 20 Feb

The New Charity Funding Crisis: Aid & Education at Risk

Canadian Outlook 2025: The Future of Estate Planning 19 Feb

Canadian Outlook 2025: The Future of Estate Planning

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb

US Boomers Reassessing Priorities: Impact on Future Homeownership

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

While creating a legal will is essential for the transfer of wealth, it’s just one part of the process. To be sure your wishes are truly honoured, your financial legacy preserved, and your family is supported, you need a comprehensive estate plan. Moreover, you need to communicate that plan effectively. 06 Feb

Unlocking Your Legacy: Estate Planning Conversations are Critical

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance

Assuming testamentary capacity, more frequent reviews of all estate planning documents should be undertaken later in life, not only to remind will makers of the provisions in their wills, but to help prevent unintended outcomes. 23 Jan

Canadians are Living Longer: Estate Planning Considerations