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Protecting Yourself from Fraud and Scams

  Feb 01, 2023   |    Estate Planning, Trust Planning, CRA phone scams, CRA email scams, Protection against fraud and scams, Email scams, Phone scams, Fraud, Protecting your assets

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

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