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

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

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

Why Transparency Matters: The Importance Of Open Dialogue | Curated Content | Communication Breakdowns | Estates Gone Wrong 12 Sep

Why Transparency Matters: The Importance Of Open Dialogue

Don't Let Denial Delay Long-Term Care Planning | Curated Content | Elder Care | Estate Planning | Estates Gone Wrong 27 Aug

Don’t Let Denial Delay Long-Term Care Planning

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