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The Strongroom Blog

Topics: Estate Planning
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Protecting Your Investments During Times of Uncertainty

  Mar 14, 2023   |    Estate Planning, Wealth Planning, MacMillan Estate Planning, Wealth, Affluence, Asset Protection, Safeguarding Significance, Investment Planning

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The Importance of Discussing Wealth Transfers

  Feb 28, 2023   |    Estate Planning, inheritance, MacMillan Estate Planning, Wealth Transfers, Wealth, Affluence

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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

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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

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

  Apr 14, 2022   |    Estate Planning, Federal Budget 2022

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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

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What Documents need Updating during a Divorce?

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

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Estate Planning When Single

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

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Estate Planning for a Child with Special Needs

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

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Keep Calm and Carry On

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

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