Estate Planning Tips and Tricks

Tackle an important to-do this Thanksgiving: estate planning. Here are 4 ways your estate plan can help you show your family some love this Thanksgiving.

While some people don’t look forward to getting older, it’s a natural part of life. And although it’s inevitable for everyone, there’s not always a clear path when it comes to making major life decisions. Here are a few suggestions to help you and your loved ones discuss and organize their finances and other important documents.

We’ve created a playlist to listen to while making your will to hopefully make it a little more… fun? Here are 20 songs that you can listen to while writing your will.

Writing your will can seem daunting at first, which is why we’ve tried to make the process a little more fun. We rounded up some GIFS that we think capture the emotions that perfectly describe making a will.

Many Canadian companies are improving the experience of end-of-life planning. Here are some of our favourite Canadian products and services that are also innovating the inevitable.

Whether you are just entering the workforce or you are already nearing retirement, at some point everyone wants to know how much income they can expect in retirement.

If you’re not sure which Willful plan is right for you, we’re breaking down the differences between the 3 plans to help you find the right fit!

In a world full of passwords and digital assets, how can we make sure that we’re including this key information in our estate plans?

An estate plan is a great way to protect your legacy and loved ones long after you are gone. Here are some life milestones that suggest it’s time to start thinking about estate planning.

Whether you’re planning a weekend road trip in your province or your next global adventure, here are 5 reasons why you should consider adding estate planning to your pre-travel checklist.

Do you have a plan for your cryptocurrency and other digital assets in your estate plan? Here's how to make sure you don't lose them after death.

Virtual witnessing becomes permanent, plus changes to how marriage and separation affect wills in Ontario.

Roses are red, violets are blue, when I die, I’m leaving my estate to you.

The last few weeks of the year is perfect time to wrap up some important to-do’s from this year that still may be on your list. Here are 6 reasons why you should tackle making will before the New Year!

Talking to family about end-of-life planning can be tricky. So here are our top 10 tips for having conversations around death and wills with loved ones.

We sat down with Debbie Stanley, a partner at Estate Transition Planners Canada, to discuss her opinions around death, estate planning, and starting uncomfortable conversations.

Anna-Marie Musson has over 15 years of experience helping families navigate complex life situations. We chatted with her to get her perspective on how to have difficult conversations around death and estate planning.

We’re helping you broach the topic of estate planning this holiday season so you can finally have the difficult conversations that you’ve been putting off. We sat down with Mark O’Farrell, CEO of Executor Depot, and here’s what he had to say about having conversations about estate planning.

With so many accounts floating around in the cloud, how to you ensure you’re protecting your digital assets the same way you would protect your physical assets?