Paying the absolute lowest in tax no longer top priority for today's families For some, focus on social inequality, family legacy become more important than ‘grinding down tax bill’ September 19, 2022 Wealth
Use ‘Titanic clause’ to keep probate tax from swamping your estate Also called the 'simultaneous death clause,' it comes from socialite couple of who died together on the famous ship July 18, 2022 Estate Planning
Practical ways to give kids a healthy attitude toward money Don’t neglect talking with children about financial issues, especially if you’re 'comfortable' July 11, 2022 Life & Family
Who actually owns the house, or those shares of stock? It’s a big deal in estate planning You can’t give away something held in a corporation, for instance, and watch those legal and tax issues June 22, 2022 Estate Planning
When money isn't an issue, new retirement concerns bubble up Successful people wonder what to do with a lifetime of acquired intellect, wisdom and experience June 10, 2022 Life & Family
Challenges mount for Canada’s business families as they add members Elders need to solidify roles of the younger generation and promote education, good governance March 25, 2022 Family Business
What makes a family tick? Asking the right questions can be illuminating These 10 open-ended queries help advisors explore family dynamics, priorities and pain points March 24, 2022 Fundamentals
Families should ‘stress test’ planned care for elderly members Talking through what-if scenarios can help spot gaps in care and avoid trauma later February 18, 2022 Life & Family
Deck the halls – not each other – at family gatherings this year Three experts share timely tips for relatives who struggle to get along December 21, 2021 Life & Family
Inheritances given 'with strings' are popular, just don’t attach too many Age-related requirements are seen as sensible, but beware of ‘parenting with your wallet’ December 2, 2021 Estate Planning
