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The Importance of Family Trusts

  Jul 11, 2023   |    Estate Planning, family estate planning, investment property

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 can Canadian Snowbirds avoid US tax implications?

  Sep 02, 2022   |    Tax Planning, inheritance, family estate planning, tax plans, canadian revenue agency, tax returns, Canada Revenue Agency, CRA, Enhanced Tax Planning Strategies, snowbirds

What Documents need Updating during a Divorce?

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

Is Your Child’s Inheritance Divorce-Proof?

  Mar 25, 2021   |    family estate planning, retirement

Taking Back Control: Protecting Your Retirement and Legacy f...

  Feb 04, 2021   |    family estate planning, retirement

A quick estate planning win for 2021: update your beneficiar...

  Jan 06, 2021   |    family estate planning, beneficiaries, estate plan

Is the Equal Division of Assets the Same as Fair Division?

  Aug 19, 2020   |    family estate planning, estate plan, equal division of assets, fair division

Make the Most of Gifts to Your Family

  Apr 17, 2019   |    family estate planning, gifts

Strategies for a Blended Family

  Apr 12, 2019   |    family estate planning, Family Office, blended families

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