Insights

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

Early diagnosis can help you plan for the journey ahead

Age-friendly communities can help you age at home and live independently

Retirement residences today have many care options and a host of amenities

We know there are many executors1 today who need help but don’t know where to turn. In our experience, there are many executors who are not prepared to fulfill the role, which can be daunting—70 to 100 individual tasks that need to be undertaken depending...

The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?

How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind