July 30, 2026tales from the golden ageWhy this former tech worker wrote a book on health care and estate planning in retirement 3 min read
July 29, 2026buy the bookThis advisor found a book to co-purchase after leveraging her expertise in tax and estates4 min read
June 11, 2026My wife only has GICs. What’s the best way to get around Quebec’s complex estate rules?4 min read
June 4, 2026opinionLife insurance can earn its keep in different situations of lifeTim Cestnick4 min read
May 27, 2026Why this grandma gifted $100,000 a year to her grandchildren while she was still alive 4 min read
May 22, 2026financial faceliftHow should Tucker, 67, divide his estate between Jeanie, 55, and two children from a past marriage? 6 min read
May 21, 2026opinionA family trust could be the right home for your family cottageTim Cestnick4 min read
May 20, 2026Give now or in the estate? Helping wealthy clients set philanthropic priorities 3 min read
April 28, 2026B.C. case could lead to expansion of who qualifies as a child for will challenges5 min read
April 23, 2026Ontario court rules registered plans belong to designated beneficiary, not to estate4 min read
April 20, 2026When Canadians lose a parent from afar, managing the estate can get complicated5 min read
April 17, 2026How will the life insurance on our corporation be distributed among our children?2 min read
April 15, 2026opinionWhy consolidation is coming for life insurance distributorsJoe Millott4 min read
April 13, 2026opinionThe great stuff transfer: How to help clients pass on collectiblesSascha Isaacs3 min read
March 26, 2026How can we ensure our U.S.-based daughter is an equal executor with her siblings?2 min read
March 18, 2026What this 85-year-old, seven-time executor can teach you about carrying out wills4 min read
March 16, 2026Court ruling on cottage shows what can happen when wills don’t account for rise in property value5 min read
March 12, 2026opinionWhen dealing with a loved one’s estate, follow this checklistTim Cestnick4 min read
