Single? Estate planning is still important

You may think estate planning is easier for a single person than for someone who’s married with children. Find out why it could be just the opposite....

Read more

Time for a vacation property chat?

Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now....

Read more

RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

Read more

Control the inheritance you leave to your heirs

Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....

Read more

Should you help your child buy a home?

If you’re wondering whether to open the Bank of Mom and Dad to help a child buy a home, you face a difficult decision. We’ve got a pros-and-cons analysis to make it a little easier....

Read more

Do you have assets that can’t be divided?

Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this....

Read more

Prepare your executor

Unless you prepare properly, your executor might end up feeling more like a detective. See what important steps you can take now to make sure the process goes smoothly....

Read more

When to review your estate plan

You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours....

Read more

Estate Planning During COVID-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know....

Read more

When a family member needs special care

Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care....

Read more