Rose Nagan Reading Room

If you’re acting as an executor of a Will, consider hiring an executor’s helper

Augmenting the client-advisor connection in making wealth planning work for you.

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”