Inheritance

Why You Should Prepare Your Will

Preparing your will is an important step in ensuring your loved ones are cared for when you're gone, and that you leave a legacy you're happy with.

3 min. read

When Are You Too Old to Ask Your Parents for Money?

At what age does the bank of mom and dad stop accepting withdrawals?

5 min. read

Tips to Successfully Transfer Wealth to the Next Generation

An avalanche of personal wealth will transfer to Canada’s next generation between now and 2026. Experts indicate that roughly $1 trillion of financial assets will shift into the hands of our children and grandchildren. Are they prepared?

5 min. read

Selling Sunset: How To Know The Right Time To Sell Your Family Cottage

A cottage is a special place for families, not just to have somewhere to vacation in summer, but where children grow up, make memories and everyone is part of a larger community of lake-dwellers. But how do you know when to let go of the responsibility of owning and maintaining a summer home?

5 min. read

5 Things to Consider Before Writing Your Will

Here’s a helpful list of things to consider that will prepare you for writing your last will and testament. 

5 min. read

What Is A Will And Why Is It Important?

Preparing for death isn’t a pleasant task, but it's absolutely crucial if you want to protect your family and your assets. Here are a few things that might help you consider writing a will sooner than later.

5 min. read

Six Things to Consider When You are the Successor to a Family Business

A succession planning guide by way of HBO’s Succession.

5 min. read

Awkward Conversations: Talking to Your Parents About Your Inheritance

Talk about money is already taboo, but asking your parents about your potential inheritance is even harder to bring up. Let's explore how to discuss money with your parents in a sensitive manner.

5 min. read