Nobody likes to talk about life’s harder moments… so we stepped in to fill the gap! Scroll down to find Mallory’s latest thoughts, personal stories of Aging & End of Life, and free resources to support you through the Planning process.
Families need to start having conversations about retirement living while their aging parent is still in good health and physically able to participate in downsizing.
JTWROS has its merits - if it is used properly. Hear from our Trusted Partner, Michael Kulbak of Kulbak Trust Solutions on the benefits and pitfalls of joint accounts.
What is the best way to give to your favourite charities? Our Trusted Partner, Candice Jay of CC&L provides her advice in this blog.
Estate Planning is a great opportunity to leave a legacy that represents you — while saving on taxes.
COVID-19 prevented many Boomers from downsizing. But as the pandemic wanes, this bottleneck will likely disappear.
Meet Jennifer, a Gen X mom who is writing her Last Will & Testament... for the first time.
Tax planning for your estate is not just for the wealthy. In this post, Viive Trusted Partner, Think Accounting gives a rundown of this important topic.
Studies have found that proactively planning for sickness & disability can improve your mental & physical health.
Interested in decluttering your home? Check out this blog post from our Trusted Partner, Sharon Parenteau, to learn more about her Five-Step Decluttering Plan.
Creating an Estate Plan should be done carefully and considerately.
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As a Canadian society, we avoid talking about money and death. Both of these are key factors when it comes to planning for the aging process.
How do Millennials and Baby Boomers differ in their approach to Aging & End of Life? Sue (a Boomer) and Mallory (a Millennial) share their perspectives.