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There has been a rise in disputes over estates, with many of the problems linked to outdated wills or the absence of any Will at all.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Rise in UK Estate Disputes: The Cost of Outdated Wills

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’

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

Ontario has changed how inheritance works for separated spouses. If you’re separated and living in Ontario, these new rules could affect who receives your estate whether or not you have a will. 17 Jun

Ontario’s Succession Law: New Rules Affect Separated Spouses 

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

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

There’s a common myth that Canada doesn't have an inheritance tax, but before you start making financial plans or decisions, having the full picture is important. Whether leaving an inheritance or expecting to receive one, know the tax implications ahead of time. 14 Apr

Myths & Misconceptions About Inheritance Tax in Canada

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