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

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

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

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. 06 Dec

Avoiding 4 Main Obstacles: Digital-Era Estate Planning

If an account holder passes away or loses capacity, their legal representatives may not be able to access their digital assets held by a virtual custodian. Alberta Law Reform Institute recommends authorizing fiduciaries to access digital assets through new legislation. 13 Nov

Authorizing Fiduciaries to Access Digital Assets

Increasing Financial Stress Leads to Lack of Estate Planning 04 Nov

Increasing Financial Stress Leads to Lack of Estate Planning