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Practical perspectives on estate planning, business succession, and wealth preservation for business owners, incorporated professionals, and families.
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Ideas worth keeping.
Short, practical reads on the planning questions Ontario business owners and families actually ask. Filter by topic or search to find what you need.
8 articles
Business Succession
What Happens to Your Business If Your Partner Dies?
Without a proper shareholders' agreement, your business partner's spouse could become your co-owner overnight. Here's why a plan for the unexpected protects both the business and the families involved.
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Estate Planning
Passing Down the Family Cottage Without a Tax Surprise
A cottage is decades of memories, not just a property. But transferring it to the next generation can trigger tax bills families don't expect, and force hard decisions. A plan now protects it for generations.
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Estate Planning
Your Business Could Be Exposing Your Personal Wealth
A business creates wealth, but it can also put your personal assets at risk. CRA reassessments, lawsuits, rent guarantees, and creditor claims can reach further than owners expect. Here's how to build a layer of protection.
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Insurance Planning
Why a Life Insurance Trust Protects More Than Money
Life insurance can leave your children protected, but without the right structure, it can also hand them more responsibility than they're ready for. An insurance trust adds guidance, control, and guardrails.
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Estate Planning
What Do You Want Your Money to Represent?
Warren Buffett's approach to wealth raises a bigger question than 'who gets what.' Estate planning is a chance to pass down your values, support the causes you care about, and build a legacy beyond a dollar amount.
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Estate Planning
Choosing an Executor: More Than Picking Someone You Trust
Naming an executor isn't just about trust, it's about choosing someone with the time, capacity, and support to handle complex decisions during an emotional time. Here's what the role really demands.
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Estate Planning
The RRSP Detail That Quietly Trips Up Estates
Your RRSP looks simple on paper, but the way it's set up, beneficiaries, tax treatment, and how it lines up with your Will, affects how smoothly wealth passes and how much your family keeps. A quick audit avoids costly surprises.
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Strategic Charitable Giving
A Family's Legacy Gift to SickKids
Sometimes the most meaningful gifts come from the most personal journeys. How one family turned months of care at SickKids into a legacy gift that will support countless families walking the same path.
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