Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....
Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....
Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....
What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....
If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....
Hopefully, your parents will stay physically and mentally healthy and not require your help. But if they ever do need your support, we’ve got a variety of ways you can help them with financial matters....
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....
Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....
Factors to consider when creating and updating your Will....
My clients often ask me why they would need a life insurance policy. Simply speaking, life insurance can help your loved ones deal with the financial impact of your death....
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