Different kinds of life events will have different impacts on your finances. If you’re going through one of these life transitions or are preparing for a change, this article has information that you might find valuable... 14 Jul

Overcoming The Financial Impacts of Major Life Events

Couples may have many reasons for not getting married, but when a common law partner dies without a will, the living partner is left legally vulnerable. Here’s what you need to know... 16 Feb

Complications for ‘Legally Vulnerable’ Common Law Couples 

During this highly stressful and overwhelming time, it is important to remember that financial well-being can be critical to your path to mental wellness. These five steps are a good place to start... 11 Jan

Financial Well-Being: Coping with Debt After Losing Your Spouse

All of our personal losses, such as the death of a loved one, have financial aspects. Survivors are faced with making money decisions and dealing with finances while they are grieving. There is nothing wrong with asking for help. 06 Jun

Loss & Transition: Coping with Finances While Coping with Grief

We can do many things to make preparing our Executor and loved ones easier. However, the main thing is just to start having the conversation, even if it is little sentences at a time. Don’t leave your loved ones with such confusion that they end up resorting to stalking someone to get some answers as Carrie Bradshaw did! 03 Mar

“BIG” Surprises in Your Will? Your Loved Ones Deserve a Spoiler Alert!

Common Disaster Planning and the Estates of Barry and Honey Sherman | Curated Content | Disaster Planning | Estates Gone Wrong 25 May

Common Disaster Planning: The Estates of Barry & Honey Sherman

A contingent beneficiary can receive insurance proceeds, an inheritance, or retirement assets when the primary beneficiary is deceased, missing, or refuses to claim them at the time the account becomes due. 18 Jun

Do Contingent Beneficiaries Have Any Legal Rights?