Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr

Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

A shareholders’ agreement is an important document to shareholders and businesses. There are several reasons to review a shareholders’ agreement every 3 to 5 years. 07 Apr

Reasons to ‘Dust Off’ a Shareholders’ Agreement

If you are a trust beneficiary in California, the law stands behind you. You have specific, enforceable rights that a trustee cannot ignore, sidestep, or delay. If your trustee has treated you unfairly, here's what you need to know... 02 Apr

Your Rights as a Trust Beneficiary in California

Nearly 17 years after Michael's death, his daughter Paris has formally challenged the lawyers managing the estate. The dispute raises questions about transparency in managing one of the most profitable celebrity estates in entertainment history. 12 Mar

Michael Jackson’s Daughter Paris Challenges Estate Executors

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar

Family Business: Planning for Future Generational Transitions

"Some businesses remain in the family. Others do not. Business owners might muse about succession within the family unit. However, musings do not always give rise to enforceable promises." 04 Mar

Succession Planning for a Family Business Can Be Tricky

A family business succession plan is more than paperwork; it is a systematic roadmap that protects the company’s legacy and the family’s wealth.  25 Feb

Family Business Succession Planning in Canada: 2026

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan

Generational Transition Will Shape The Canadian Economy

This guide — brought to you by Memorial Merits — is written for military families who need straight answers, compassionate clarity, and the truth about what happens when service ends in sacrifice. 13 Dec

Military Family Survivor Benefits: Legal Protections for Beneficiaries

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov

Reluctance to Divulge Estate Plans = Bigger Problems Later

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”