September 26, 2025globe advisor weekly newsletterWhy some advisors avoid the term ‘death binder’4 min read
September 25, 2025tax mattersA properly drafted Letter of Wishes can be helpful for your family and estate planningTim Cestnick4 min read
September 24, 2025Why some Canadians are asking to see death binders before agreeing to become an executor 4 min read
September 17, 2025tax mattersMake a Letter of Wishes part of your overall estate planTim Cestnick4 min read
September 3, 2025tax mattersWant your will to stand up in court? Skip the videoTim Cestnick4 min read
September 2, 2025When an inheritance comes with stipulations: ‘They want control from the grave’4 min read
August 26, 2025opinionHow cross-border beneficiaries can avoid a nasty tax surprise when a business-owner parent diesMax Reed4 min read
August 8, 2025financial faceliftNow with $4-million, what’s the best way for Mike and Miriam to deal with their capital gains?6 min read
August 7, 2025Once your mortgage has been paid off, what’s the best use of the freed up cash3 min read
August 6, 2025What this semi-retired accountant did with $3-million from multiple inheritances4 min read
July 23, 2025This retiree was shocked to find herself the beneficiary of an old friend’s will3 min read
July 9, 2025After disputed cottage sale, executors found personally liable for legal costs when they appealed their removal4 min read
July 7, 2025opinionHow advisors can adjust retirement and estate planning for DINK couplesDiana Orlic3 min read
June 19, 2025tax mattersLost wills, late changes and surprise disinheritances: They’re more common than you thinkTim Cestnick4 min read
June 19, 2025The rise of giving while living: Advisors play a key role in smart wealth transfer strategies4 min read
June 11, 2025opinionFinancial considerations when giving and receiving an early inheritanceAlexandra Horwood3 min read
