Most people would benefit from creating an estate plan and yet there are many who still need to undertake this task. According to a CIBC survey, close to a third of all Baby Boomers in the country do not have a will. Overall, LAWPRO reports that more than half of...
70 per cent of wealthy families lose their wealth by the second generation, and a stunning 90 per cent by the third.When I asked financial planners why the wealthy are so poor at passing along money smarts and why second- and third-generation heirs turn out to be so...
Family is an important part of life for many people who live in Ontario. The nature of the relationship family members have with each other will vary from family to family based on a wide variety of circumstances including whether the members work together at a family...
There is no question that estate planning can be overwhelming. Depending on one's assets as well as what they wish to do with them, the person seeking to create an estate plan may not know where to start. While there are many details that need to be addressed in the...
When a loved one is lost great sadness is a normal part of the mourning process for many. That sadness can become even more difficult to bear when a dispute regarding the deceased person’s estate arises. Disputes can take multiple forms including: trust...
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