Category Archives: Estate Planning

Estate planning is a must for all of us, but it doesn’t have to be painful.

With the right information and resources, you can have a worry-free plan in place that protects your family from any financial or legal risks.

Find answers to common questions below or you can browse our full library of free estate planning resources:

If you’re looking for more help closing any gaps in your estate plan, make sure you follow these 5 Steps for protecting and preparing your estate.

 


 

Important Inheritance Planning Facts and Steps for Canadians

The modern Canadian family looks very different than it did 50 years ago. Family dynamics are more complex and it makes inheritance planning a difficult task for most people. β€œIn Canada, 12.6% of all families with children aged 24 or less – more than 460,000 Canadian families – are stepfamilies.” – Estate planning for complex…

The 4 Need-to-Know Dangers of Late-Life Will Changes

Everyone should have the right to make alterations to their own will, but this seemingly simple request becomes more complicated as you age. An excellent article by Charles Ticker from The Sibling Fight tells the story of Eva Rova Barnes, a 95-year-old women living in Bremerton, Washington, who is the perfect example of the difficulties…