Estate Planning

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen. Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when it comes to considering the value of a human life, many people don’t take the necessary steps to protect their loved ones against the financial loss when a primary income-earner dies.

By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1,…

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible…

When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were…

If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians…

It’s that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or…

Whether you’re expecting a child, planning to have one soon or have just become a new parent, you’re about to…

When Simon’s father passed away two years ago, he didn’t think much about how his estate would be handled. His…

It seemed there was nothing her father couldn’t do when Margaret was growing up. He was the most capable person…

When Margaret and James married in 2005, it was a second marriage for both of them. They had no children,…