Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Canada Pension Plan Embroiled in Long-Term Care Fiasco | Long-Term Care | Elder Care | Fraud | Estates Gone Wrong 18 Oct

Canada Pension Plan Embroiled in Long-Term Care Fiasco

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

The Importance of Documenting Your Charitable Wishes | Charitable Bequests | Philanthropic Intentions | Estate Planning | Estates Gone Wrong 23 Sep

The Importance of Documenting Your Charitable Wishes

James Gandolfini’s estate planning missteps cost $30M. The oversight in Gandolfini’s plan serves as a reminder of the risks involved in relying solely on a will— no matter how straightforward the intent. 20 Sep

Estate Planning Lessons from James Gandolfini’s $70 Million Estate

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep

Filing a Final Tax Return in Canada: a Step-by-Step Guide

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

With offices in Rochester and Bloomfield Hills, we’re proud to serve families throughout Michigan. Prefer virtual? We offer video consultations for estate planning, so you can plan from the comfort of home. 10 Sep

Rutkowski | Asset Protection & Estate Planning | Michigan

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep

Sholdice Financial Services | Estate Planning | Brussels Ontario

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Have you recently inherited a house that’s completely paid off? Congratulations! But before you start celebrating, it’s essential to understand what comes next. This video will give you a clear picture of what to expect and how to navigate the process. 12 Aug

Inheriting a House That’s Paid Off: What You Need to Know!