Estate planners have a variety of techniques and tools that can be employed to protect beneficiaries from themselves. Learn more about how to prevent heirs from squandering their inheritances... 18 Sep

How Estate Plans Prevent Heirs From Squandering Inheritances

Life Insurance is more than just a safety net. It’s a strategic tool. Learn how life insurance is not just about risk— it’s about opportunity... in this in-depth guide to understanding the different types of Life Insurance for Estate Planning in Canada. 05 Sep

Understanding The Role of Life Insurance in Estate Planning

Baby boomers are expected to pass down $124 trillion by 2048, and women are positioned to inherit much of that wealth. But many say they feel unprepared to manage an inheritance... 27 Aug

Statistics: Majority of Women Confess ‘Inheritance Anxiety’

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

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

Revocable living trusts are just one part of the estate planning toolkit. Explore how they work, where they may add value, and what to consider if you're evaluating whether this strategy fits into your broader plan. 09 Jul

When to Support Your Estate Plan with a Revocable Living Trust

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

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?