Estate Planning | Canadian Family Offices

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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
The advantages of spilling the beans about your will

Talking now might diffuse future hard feelings and keep you and your family out of court

November 19, 2021 Estate Planning
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Giving a big inheritance? Don’t neglect to prep the recipient

It’s counterintuitive, but high-net-worth beneficiaries can feel unprepared to handle a rush of wealth

October 15, 2021 Estate Planning
Digital assets turn estate planning on its head

Canadians want to account for digital currencies and NFTs, and even their social media footprints

September 22, 2021 Estate Planning
‘Fair’ and ‘equal’ are not the same when you're writing a will

Parents think they should leave equal amounts to each child. But that’s not always fair

September 8, 2021 Estate Planning

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Stories continue below