The importance of having a professionally drafted will

Discover why everyone should have a valid will that is prepared by a legal professional....

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[Summer 2025 GPS] CPP Survivor Benefits

Here we explain what happens to Canada Pension Plan (CPP) payments when a CPP contributor dies....

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[Summer 2025 GPS] Segregated Funds, Estate Planning Tool

We walk through the benefits of segregated funds in estate planning....

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The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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Charitable giving through a private foundation

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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How to give directly to charities inside or outside your will

You can leave a legacy to charities directly by donating cash, securities or specific assets, making beneficiary designations, or transferring ownership of permanent life insurance policies....

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Wealth planning for empty nesters

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

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Have you built charity and philanthropy into your estate plan?

Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....

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Are you a Canadian resident with U.S. property?

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

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