"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

01 Mar

Planning for Collectible Assets: Start with a Written Inventory

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

Typing “estate planning lawyers near me” into a search bar is a common first step, but finding the right one—someone who genuinely understands your family’s needs—is about more than just proximity. 31 Jan

Ontario Guide: Finding The Right Estate Lawyer For You

While informal verbal agreements may seem convenient and cost-effective at the time they are made, they all-too-frequently lead to disputes down the road. 21 Jan

Informal Verbal Agreements Frequently Lead to Estate Disputes

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”

There are many people who have an estate plan but haven’t taken the initiative to talk about it with their loved ones. These “conversation cues” can help your family have heartfelt and constructive estate-planning discussions. 11 Nov

Conversation Cues For Constructive Estate Planning Discussions

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation