Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets. 05 Aug

US Long-Term Care Costs ‘Eating into’ Family Wealth

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on. 26 Jul

Cost of Eldercare Obliterating Expected Inheritance

With the right strategies, you can avoid making financial mistakes and instead ensure most of what you want to leave behind lands in the correct hands... 23 Jul

End-of-Life Tax Strategies: Leaving More For Your Heirs

23 Jul

New US Tax Laws That Could Impact What Your Heirs Receive

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"... 17 Jul

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones... 13 Jul

6 Tips to Help You Talk to Your Family About Estate Planning

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell.  30 May

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

This article explains why assuming a spouse will handle everything is a common but risky planning mistake, how that assumption breaks down under real-world constraints, and why individual clarity matters even within shared plans. 24 May

Common Mistake: Assuming Your Spouse Will Handle Everything

When New York Gov. Kathy Hochul signed the Medical Aid in Dying Act into law on Feb. 6, 2026, she included an unusual provision: patients requesting medical aid in dying must make an audio or video recording of their oral request... 21 May

Medical Aid in Dying: New York State’s Unusual New Requirement

Scott Foley plays a widowed father of three in "It's Not Like That" on Amazon Prime Video— It is a fictional story, but the legal and financial situation it depicts affects hundreds of thousands of Canadian families every year... 20 May

4 Estate Planning Steps Every Canadian Parent Must Take

Paris Jackson has gone public with allegations that the longtime trustees of her late father’s estate have been misappropriating funds and mismanaging one of the most valuable entertainment empires in history. 08 May

Jackson Estate: Is Michael’s Daughter Receiving Terrible Advice?

This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May

Estate Planning Documents Checklist: State-by-State