Many people are aware that they must plan for the succession of assets like their home, physical belongings and finances in estate plans. But what about those items that exist only in the digital world? Owned websites, accounts, content and digital items such as...
Many Canadians mistakenly believe that writing a will is a "set it and forget it" exercise. This could not be further from the proof. Regular review, improvements and clarifications are important to in Ontario estate planning. Making some of these updates...
There is usually many things on the agenda during a meeting between financial advisors and their clients. With investments, budgets, retirement and so much more to talk about, estate planning can often fall to the wayside. However, Ontario financial advisors can...
When people think of estate planning, they are usually considering what will happen when they pass away. But, there are other scenarios that Ontario planners must prepare for as well. One of these is dementia, which is a relatively common situation among aging...
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