How NOT to Plan Your Estate: A Cautionary Tale

November 18, 2024

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Your Legacy Plan and Charitable Giving

October 7, 2024

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Passing it on to Your Heirs

September 9, 2024

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Talking To Your Parents While There is Still Time

January 15, 2024

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Avoid the Boomer-Widow Financial Syndrome

December 11, 2023

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What if I Can’t Look After My Affairs?

November 14, 2023

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Tips and Traps for Handling Estates

August 7, 2023

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Estate Planning Saves You Money

July 10, 2023

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Financial Independence Tips for Seniors

May 8, 2023

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The Ravages of Alzheimer’s

December 12, 2022

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Estate Plans and Your Children

November 7, 2022

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Advice to a Future Widow

September 12, 2022

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Incapacity Planning for Aging Parents

July 11, 2022

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Preparing for Wealth Transfer

May 9, 2022

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Estate Planning Tips and Traps

April 11, 2022

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Where’s the Money?

March 7, 2022

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Gifts That Keep On Giving

December 13, 2021

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Using a Trust to Avoid Probate Fees

October 11, 2021

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Advice for the Sandwich Generation

September 13, 2021

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Be Careful with RRSP Beneficiary Designations

July 12, 2021

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Caring For Aging Parents

March 8, 2021

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Planning to Protect Your Legacy

February 8, 2021

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Helping Adult Children Buy A Home

January 11, 2021

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Leaving a Legacy

October 12, 2020

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The Family Meeting

November 11, 2019

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Should You Prepare Your Own Will?

April 8, 2019

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Everyone Needs an Estate Plan

February 11, 2019

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Johnny Depp and Year-End Tax Planning

December 10, 2018

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How Important is it to Have a Will?

December 10, 2018

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Holidays: The Best Time to Talk About Estate Planning

November 12, 2018

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