Estate Planning Resources
Explore helpful articles and guides to protect your legacy and provide peace of mind for your loved ones.
Estate Planning Articles and Guides
Whether you're starting your estate planning journey or looking to refine your strategy, these resources can guide you through the process.
6 Documents You Need To Preserve Family Legacy
Learn about the essential documents you need to protect your family’s legacy and ensure your wishes are honoured.
6 Wealth & Success Lessons From The Ultimate Gift
Discover powerful lessons in wealth and success from the inspiring story of “The Ultimate Gift.”
10 Basic Questions Of Estate Planning
Get answers to the most common estate planning questions to secure your family’s future.
Charitable Gifting Through Community Foundations
Explore how charitable gifting can create lasting impact while providing tax benefits.
Famous Estate Planning Blunders
Learn from the mistakes of others and avoid common pitfalls in your estate planning.
Financial Planning For The Generations
Strategies for building and preserving wealth for future generations.
Intergenerational Transfers: Helping Adult Children
Tips on transferring wealth while maintaining family harmony and financial stability.
Last Will & Testament: Add A Letter Covering These 14 Wishes
Ensure your final wishes are clear and comprehensive with this practical guide.
No-Regrets Lessons From A Man At Death's Door
Gain perspective on life’s priorities from someone who faced the end with clarity.
An Overview Of Asset Transfer Strategies
Understand the best methods for transferring assets to the next generation.
Planning Your Legacy: Where To Start
A step-by-step guide to beginning your legacy planning journey.
Protect Your Assets With A “Family Bank”
Discover how a “Family Bank” can safeguard assets and support future generations.
Selling Estate Assets At Auction
Consider the pros and cons of selling estate assets through auction.
6 Tips For Organizing Your Records
Keep your important documents organised and accessible with these practical tips.
Wealthy Kids And The Money Monster
Insights into raising financially responsible children.
When A Bad Executor Ignores Your Will
What to do if your chosen executor doesn’t follow your final wishes.
A Widow's Worst Nightmare
Avoid common estate planning mistakes that can lead to financial hardship for loved ones.
The Woolworth Misfortune: How Not To Provide For Heirs
Learn from one of the most famous estate planning errors in history.
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Our Approach to Asset Protection
A clear, collaborative process designed to understand your goals, build a tailored plan, and keep it working for you.
We get to understand you and your goals
We take time to learn your priorities, risk tolerance, family dynamics, and business interests so the plan reflects what matters most.
We design a plan that works for you
We coordinate structures like trusts, LLCs, titling, and insurance—aligned with your tax, estate, and retirement objectives.
We implement and maintain the plan ongoing
We implement your strategy and monitor it over time, adjusting as laws and life change to keep your protections effective.