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

Estate Planning for Blended Families in Ontario | Estate planning becomes more intricate when dealing with blended families, particularly when adult children from previous marriages are involved. Careful consideration of both legal obligations and family dynamics is essential. 04 Feb

Estate Planning for Blended Families in Ontario

Securing Your Life's Work Beyond Succession | Estate planning is vital to preserving hard-earned success and safeguarding both business and personal legacies for future generations. 21 Jan

Securing Your Life’s Work: Legacy Planning for Business Owners

Ontario Farmer Shares 'Unconventional Approach' to Succession Planning 02 Jan

Farmer Shares ‘Unconventional Approach’ to Succession Planning

Defusing Trust Disputes: A Guide to Conflict Resolution 06 Dec

Defusing Trust Disputes: A Guide to Conflict Resolution

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec

Strategies to Reduce Your Final Tax Return: Canada

Most succession plans have been largely framed on giving the assets to the farming children while using life insurance and/or estate-based gifts for non-farmers, but succession planning has evolved into much more now says a farm business and succession advisor. 18 Nov

Fair versus Equal: Succession Planning & The Family Farm

4 Expert Insights on Avoiding Estate Planning Pitfalls for 2025 17 Nov

Expert Insights: Avoiding Estate Planning Pitfalls for 2025

Understanding the Differences Between Succession and Inheritance 13 Nov

Understanding the Differences Between Succession and Inheritance

In the rapidly evolving digital era, businesses are compelled to rethink traditional practices, particularly in the realm of succession planning. 04 Nov

Strategic Approaches to Business Succession in The Digital Age

Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners

Companies that start taking steps today to put succession plans in place for key tech leadership roles will be able to future-proof themselves and stand out in the market. 22 Aug

Strategic Succession Planning for Key Tech Leadership Roles