What MAID Means for Your Estate Plan Margaret had been thinking about it for two years. After her ALS diagnosis, she’d done her research, spoken with her doctor, and made her decision. She knew the date. Her family knew the date. What nobody had gotten around to was her will. Read more
What Retirement In Canada Would Look Like for ‘The Golden Girls’ Inspired by “What Retirement Would Look Like for ‘The Golden Girls’ in Today’s Economy” published May 2, 2026 by Stacy Sare Cohen at GOBankingRates. All figures in this Canadian adaptation are in CAD unless otherwise noted. For seven seasons Read more
Estate Planning in Your 30s: What Nobody Told You A few weeks ago, someone in their early 30s told me she’d been meaning to sort out a will for a couple of years. She and her partner had just bought their first place. They had a dog. No kids yet. Read more
Most Executors Don’t Know They Can Be Paid Most people who agree to be an executor do it out of love, loyalty, or a sense of obligation. It feels like the right thing to do. It rarely feels like a job. But it is a job. And in Canada, it’s a Read more
Cognitive Decline Can Sneak Up on Us Every family has their own version of this story. A parent starts showing signs, forgetting recent conversations, getting confused about finances, making decisions that seem out of character. The kids look at each other and decide they’ll figure out the planning stuff soon. Read more
Where Estate Plans Usually Fall Short There’s a gap in most people’s estate plans, and the frustrating part is that it’s completely avoidable. The even more frustrating part is that when that gap shows up, it’s rarely the person with the incomplete plan who pays the price. It’s the people Read more
When Everything Has to Go What happens when you have to say goodbye to everything you own?“The hardest part of moving abroad wasn’t the paperwork, the flights, or even leaving people behind. It was standing in the living room, looking at years of accumulated life, and deciding what it was Read more
Okay, you can’t really disinherit the CRA It’s a bit of a cheeky title, I know. You can’t really “disinherit” the CRA. If tax is owing, it’s owing. But you can take steps to reduce unnecessary tax and help ensure more of your estate goes where you intended. That matters, Read more
How Small Decisions Can Shape What Happens Later You’ve probably heard the butterfly effect described as the idea that something tiny, almost insignificant in the moment, can set much larger things in motion down the road. It’s usually used to explain how one small event can change the course of Read more
Trusts for Minors and Vulnerable Beneficiaries Most wills divide assets clearly. Beneficiaries are named. Guardians are appointed. On paper, everything appears settled. But when beneficiaries are minors or financially vulnerable adults, a simple outright inheritance may not provide the protection families assume it will. An 18-year-old may legally receive funds but Read more
