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A testamentary spousal trust is an alternative to an outright distribution of your estate assets to your spouse. It may allow you to have more flexibility in dealing with complex family situations.

There are several ways to leave assets to a spouse with the intention that the estate will eventually flow through to the next generation.

Marriage breakdown can affect both your income and your assets and has a number of legal, tax and estate planning implications. The following is an overview of typical issues arising as a result of a divorce or separation.

If you find yourself going through a relationship breakdown, coping with the emotional aspects is just one step in a long journey. There are also many legal and financial issues that need to be addressed...

Being part of a blended family adds another level of complexity to your estate plan. The difficult decision often comes in finding the right balance between protecting your own children and sufficiently providing for your current spouse.

The Family Inventory guidebook has been designed to help you gather a comprehensive list of all information pertaining to your family’s current financial status.

A valid Will is an important document that all adults should be encouraged to maintain throughout their lifetime. Unfortunately, while the need for this document is widely accepted, its creation is commonly overlooked.

We all know the importance of regular health checkups with our doctor or regular car maintenance check ups with our mechanic but when’s the last time you took a look at your Will or estate plan? Is it due for a checkup?

A Power of Attorney (POA) is an essential component of your financial and estate plan. A POA is a versatile document that can be used to assist you in a variety of ways.