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.
In Canada probate fees, also known as estate administration tax, can be avoided if you’re smart when designing your estate plan. Learn how you can avoid probate fees.
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 .
This article describes 3 ways to set your executor up for success. Since the majority of Canadians intend to appoint a family member as their executor, streamlining the process is the best gift you can give 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.
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