If you’re building wealth for future generations, open communication and clear planning are just as important as investment strategies. These stories offer practical lessons for anyone hoping to pass on wealth— or simply keep their family together... 27 Aug

Wealthy Families That Lost Everything Over Generational Feuds

While a letter of wishes is not legally binding, it can still serve as a useful tool and an added “personal touch” to an estate plan, offering clarity on decisions, ensuring wishes are understood and guiding those involved in the administration of the estate. 22 Aug

The Letter of Wishes: A Personal Touch to Your Estate Plan

Common themes in inheritance disputes include challenges to a will's validity, unfair or unequal asset distribution, family dynamics and pre-existing tensions, lack of clear estate planning, and issues with executor misconduct or mismanagement.  21 Aug

Inheritance Disputes: Common Themes & Recent Cases (Ontario)

Four points to keep in mind when telling others you are choosing MAID: (1) Don't do it alone, (2) Set the stage, (3) Don't sugarcoat the core message, and (4) Don't leave it too late 15 Aug

Choosing MAID: How Do You Tell Your Loved Ones?

Clear communication, updated documents, and proactive estate planning can help families minimize disputes over inherited wealth. 13 Aug

How to Minimize Family Disputes Over Inherited Wealth

Losing a loved one is never easy. What makes it even harder is when this loss is compounded by uncertainty about what happens to their debts... 10 Aug

Are You Responsible for a Deceased Loved One’s Debt in Canada?

If you want your family’s money to last, you need to know what these millionaires missed. The right habits make all the difference... 09 Aug

Making Your Family’s Money Last: Start Teaching Habits Now

Many Americans will need long-term care (LTC) at some point, but not everyone may understand what it really involves. These statistics illustrate the importance of long-term care and planning... 07 Aug

Long-Term Care Statistics 2025: The Importance of Planning

An executor has both authority and legal duty. With that comes potential risk. Acting without proper guidance can expose you to delays, disputes, or even personal liability. This article highlights the top five executor missteps and how to steer clear of them... 03 Aug

Top 5 Mistakes Executors Make & How To Avoid Them: Ontario

Alternative Dispute Resolution (ADR) offers significant benefits in probate matters, including reduced costs, faster resolution times, and preservation of family relationships. ADR methods like mediation and arbitration allow for confidential, flexible, and often more amicable resolutions compared to traditional litigation.  25 Jul

Benefits of Alternative Dispute Resolution in Probate

Critically acclaimed drama series "Six Feet Under" provides a cautionary tale about the pitfalls of neglecting succession planning in a family business.  24 Jul

Family Business Succession Cautionary Tale: “Six Feet Under”

The things that matter most aren’t always in a bank account— "The $2 Million Lawsuit That Started Over Grandma’s Lasagna Recipe"... 24 Jul

Siblings Battle Over Rights to Grandma’s Lasagna Recipe