End-of-life planning is a gift to yourself, offering you comfort and peace in your final days, and a gift to your family as they prepare for life without you. Learn 3 areas to consider when building your personal plan.
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
Are you setting the stage for significant financial and emotional costs by not having an estate plan? Creating one may seem daunting and expensive, but avoiding it can cost more. Learn 3 costs of not having an estate plan.
Advanced Care Planning helps you prepare for a serious illness or emergency with wisdom and compassion. Learn how it’s a lifeline for your family and assurance to you that your voice will be heard when you can’t speak for yourself.
Discover how purging your physical and digital spaces leads to informed estate planning. Make room for what matters most. Learn about 5 benefits of decluttering to build a plan that streamlines estate settlement and protects your family .
Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.
No Will? Protecting your family’s future is a responsibility we all share. Check out our latest blog revealing five shocking consequences of dying without a will in Ontario. Let’s dive into the unexpected challenges and how you can safeguard your loved ones.
Reviewing your beneficiaries annually is wise. Are your beneficiaries current? In this article, we review why you should regularly review your beneficiaries, who to select as beneficiaries, and other things to keep in mind.
Learn how an experienced, impartial Professional Executor can help protect your estate plan and unburden your grieving loved ones from time-sensitive, time-consuming tasks and risk associated with an executor role.
When someone is bereaved, it can be painful to continue to receive mail, phone calls and emails to your dearly beloved. Let us introduce to you the Canada Bereavement Registry where you can pro-actively remove a deceased loved one from telemarketing and direct mail databases. Find out more about this service.
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