Insights

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

Professional executors have the knowledge and expertise required to handle complicated estates

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges

Challenges for surviving family and friends of a person who dies without a Will include more than just who gets the funds, explains Leanne Kaufman.

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Many Canadians have not created a Will, appointed a power of attorney or started estate planning. Learn about the survey conducted to find out why.

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