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

There are numerous factors at play in this increase in probate disputes; we have an ageing population, with diverse family members and estates that are worth increasing amounts. Couple that with people being more aware that they can bring some sort of claim, and there is a perfect recipe for an increase in claims. 10 Jan

What is Causing the Increase in Contentious Probate Claims?

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

Preventing Loved Ones from Internet Scams: Powers of Attorney 05 Dec

Preventing Loved Ones from Internet Scams: Powers of Attorney

Some events in life have unexpected effects... Inheriting a large sum of money can be like that. It sounds good, but it is often riddled with conflicting emotions and unexpected challenges. 04 Nov

The Unexpected Effects of Sudden Inherited Wealth

Increasing Financial Stress Leads to Lack of Estate Planning 04 Nov

Increasing Financial Stress Leads to Lack of Estate Planning

Preserving your legacy and passing on generational wealth is a cornerstone of financial and estate planning. But it doesn’t always pan out. There is much to learn from ultra-rich families who lose everything after passing on their wealth... 26 Oct

Lost Legacies: Wealth Squandered By the Heirs of the Ultra-Rich

Inheritance disputes are as old as time, but in recent years, there’s been an increase in families embroiled in legal arguments. Here are the various stances on inheritance disputes, 2024 statistics, and the demographics of those discussing the topic online.  18 Oct

Inheritance Dispute Statistics: 2024 Rising Trends

Your Digital Assets: The Mess Left Behind | Digital Distress | Online Accounts | Estate Planning | Estates Gone Wrong 29 Sep

Your Digital Assets: The Mess Left Behind

Estate Planning Can Be Difficult: Surprises Complicate Things Further | Curated Content | Communication Breakdowns | Estates Gone Wrong 22 Sep

Estate Planning is Difficult: Don’t Complicate it With Surprises