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Revisiting Your Estate Plan in the New Year

  Dec 30, 2022   |    Estate Planning, Tax Planning, Trust Planning, Will Planning, family estate planning, legacy, Wealth Planning, Succession Plan, Retirement Plan

How Does the Federal Budget Impact Wealthy Canadian Families...

  Apr 14, 2022   |    Estate Planning, Federal Budget 2022

How to Transfer your Business to a Family Member

  Sep 10, 2021   |    Estate Planning, Business Succession, estate plan, estate freeze, Family Business, Family trust, bill c-208, Succession Plan, Retirement Plan, succeeding a business, capital gains tax

What Documents need Updating during a Divorce?

  May 25, 2021   |    Estate Planning, family estate planning, estate plan, family, personalized estate plan, divorce, lifestyle

Estate Planning When Single

  Oct 14, 2020   |    Estate Planning, estate planning for single people

Estate Planning for a Child with Special Needs

  Sep 30, 2020   |    Estate Planning, testamentary trusts, inter-vivos planning, special needs

Keep Calm and Carry On

  Mar 13, 2020   |    Estate Planning, investments, Stock Market

Preparing Your Estate for the Next Family Generation

  Feb 28, 2019   |    Estate Planning, Business Succession, family inheritance, Family Office

Is Your Cottage a Family Treasure or a Family Investment?

  Feb 23, 2019   |    Estate Planning, family cottage, Family Office

What Should You Look for in a Family Office?

  Feb 19, 2019   |    Estate Planning, family estate planning, Family Office

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