Texas woman, 40, squandered $250K inheritance on travel and ‘fancy dinners’ — how she turned things around... 13 Sep

Texas Woman Squandered $250K Inheritance

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep

Sholdice Financial Services | Estate Planning | Brussels Ontario

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

The multibillion-dollar fortune belonging to the reclusive Hermès heir has seemingly vanished months after he promised to donate a large chunk of his colossal inheritance to his gardener. 01 Aug

Hermès Heir’s $13B Fortune Has ‘Seemingly Vanished’

Robbie Robertson’s Children Accuse Widow of "Financial Elder Abuse" | Family Disputes | Celebrity Estates | Estates Gone Wrong 12 Jun

Robbie Robertson’s Children Accuse Widow of “Financial Elder Abuse”

Ensuring that younger generations don’t waste the wealth you’ve worked so hard to build starts with careful estate and tax planning. It's up to you to set the rules... 29 May

Will Your Heirs Blow Their Inheritance? That’s Up To You!

Life Insurance can be used as an extremely useful estate-planning tool that can go far beyond keeping your family financially secure. It can help maximize your estate’s value and ensure that your will is distributed fairly, all while funding your estate’s tax liabilities. 15 May

Estate Preservation Strategies: The Tax Benefits of Life Insurance

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

Biggest Risk to the Continuity of Family Wealth: Breakdown of Communication and Trust | Curated Content | Estates Gone Wrong 28 Nov

Breakdown of Communication: The Biggest Risk to Family Wealth

Do you own a valuable piece of art, an antique car or rare Pokémon card? Here are some expert insights, from RBC Wealth Management, on how to work antiques and other valuable collectibles into your estate plan... 01 Nov

How to Work Antiques & Collectibles into Your Estate Plan

Individual family members bring their own perspectives and values to the estate planning process. However, good communication can help head off potential multi-generational conflicts before they happen. 10 May

Generational Estate Planning: Communication is Key!

Giving a chronic overspender an inheritance in hope that it will help change their money behavior is almost always magical thinking. Most lump sum inheritances disappear within a few years in the control of an overspender. 02 Aug

How To Protect Your Spendthrift Heir From Themselves