Successful family business succession requires balancing emotional and rational considerations, family harmony and business performance, tradition and innovation. It demands honest self-assessment, difficult conversations, and sometimes painful decisions. 06 Jun

Mastering Family Business Succession Planning

A terminal illness diagnosis can be overwhelming, but addressing estate planning promptly can help bring peace of mind. By taking proactive steps, you can ensure your assets are distributed according to your wishes and that your healthcare needs are addressed. 03 Jun

Key Considerations for Estate Planning After a Diagnosis

MAID Canada: Late Mother's Role in Son's "Right to Choose" 31 May

MAID Canada: Late Mother’s Role in Son’s “Right to Choose”

Executor Not Communicating with Beneficiaries: What to Do 25 May

Executor Not Communicating with Beneficiaries: What to Do

Inheriting property can be a complex process, but with proper planning, it doesn’t have to be overwhelming. Taking proactive steps can prevent disputes and create a clear path for future generations. 22 May

Inheriting Property: What You Need to Know

Even well-intentioned executors can make mistakes that lead to delays, legal issues, or personal liability. Here is a list common pitfalls in estate administration with tips on how to avoid them. By being aware of these, you can proactively take steps to stay on track and out of trouble. 21 May

Common Estate Administration Pitfalls & How to Avoid Them

As you navigate your necessary estate planning decisions, here are a few crucial mistakes plenty of people make, but that you'll want to avoid. 15 May

Safeguard Your Legacy: Don’t Make These Costly Mistakes!

If you’ve been named a beneficiary of an estate, it’s essential to understand an executor’s powers and limitations. Knowing what an executor can and cannot do will help you identify potential misconduct and protect your inheritance. 13 May

Every Beneficiary Should Know What an Executor Can and Cannot Do

Be prepared to be vulnerable. Start by acknowledging it's a challenging topic and ensure everyone is comfortable and open to the discussion. 07 May

How to Discuss Long-Term Care Planning with Your Family

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

Discussing your estate plan with your family may feel uncomfortable, but avoiding the conversation can create unnecessary confusion and conflict. Clear communication prevents misunderstandings and ensures your loved ones understand your intentions. 24 Apr

How to Tactfully Discuss Your Estate Plan with Your Family

14 Unexpected Ways a Surprise Inheritance Can Complicate Your Life | Here's how to prepare yourself financially if you get an unexpected inheritance so you avoid costly missteps... 20 Apr

Surprise! An Inheritance Can Complicate Your Life