Creating an estate plan can protect your family’s finances. Learn why it is important for young families to get an early start on estate planning. 20 Jun

Don’t Wait: Estate Planning for Young Families

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

Give Yourself Permission to Grieve: Managing the psychological aspects of an inheritance ultimately determines whether the windfall becomes a lasting positive influence or a temporary financial event... 08 May

The Psychology of an Inheritance Windfall: Strategic Approaches

Tori Spelling, daughter of TV producer Aaron Spelling, received an inheritance of $800,000 from his $500 million estate, not the substantial sum some might have expected.  08 Apr

Aaron Spelling: Reasons Behind the ‘Unequal’ Estate Distribution?

The infamous “shirtsleeves curse” is one that has occupied the mind of many a wealthy patriarch on a sleepless night. Affecting 90% of the wealthy, even America’s richest family couldn’t escape its clutches. 25 Mar

The Infamous “Shirtsleeves Curse”: a Case Study

Sudden wealth is often seen as a dream come true. But the reality is far more complex— What losing $14 Million taught estate planning attorney, Paul Deloughery, about sudden wealth and inheritance... 14 Mar

$14 Million Lesson: The Hidden Dangers of Sudden Wealth

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

Don't Wait until it's Too Late: Communicate Your Plans with Your Family 10 Feb

Don’t Wait: Communicate Your Plans with Your Family

Generational wealth erosion is a common phenomenon where inherited wealth diminishes over time, often within a few generations. Several factors contribute to the dissipation of inherited wealth... 08 Jan

Generational Erosion of Inherited Wealth: Why Does it Happen?

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov

Understanding Sudden Wealth Syndrome: Risks & Safeguards