Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement. 29 Jul

Why Canadian Kids Are Bailing Out Boomer Parents

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on. 26 Jul

Cost of Eldercare Obliterating Expected Inheritance

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting. 15 Jul

5 Estate Planning Steps Canadians Delay The Most

Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones... 13 Jul

6 Tips to Help You Talk to Your Family About Estate Planning

There has been a rise in disputes over estates, with many of the problems linked to outdated wills or the absence of any Will at all. Rise in Will disputes prompts warning to people in their 40s and 50s... 10 Apr

Rise in UK Estate Disputes: The Cost of Outdated Wills

It’s so important to have these conversations with family, but —research shows— Canadians aren’t talking about end-of-life. Here is a guide to discussing end of life planning with your family... 12 Mar

How To Discuss End-Of-Life Wishes With Your Family

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

The legacy gap: why Canadians aren’t sharing their end-of-life wishes— even though they know they should... Survey, by Arbor Memorial, shows disconnect between Canadians’ beliefs and end of life practices. 22 Sep

Why Canadians Aren’t Sharing Their End-of-Life Wishes

Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”? 18 Sep

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

While Canada is undergoing its largest-ever wealth transfer, with $1 trillion in assets expected to change hands, data reveals many are unprepared, and their financial advisors are not equipped to offer comprehensive estate planning support. 15 Sep

The Great Wealth Transfer: Canadians Remain Unprepared

While it can be an uncomfortable conversation to have, many Canadians say estate planning is important, yet nearly half report having never discussed the topic with their financial advisor, according to a new survey. 15 Sep

Estate Planning Survey Reveals Canadians Are Not Prepared

Baby boomers are expected to pass down $124 trillion by 2048, and women are positioned to inherit much of that wealth. But many say they feel unprepared to manage an inheritance... 27 Aug

Statistics: Majority of Women Confess ‘Inheritance Anxiety’