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Should I Use a Trust for My Estate Planning? Trusts are a valuable tool for effective estate planning in Canada and the US because they allow you more control over the distribution of your assets. But not everyone needs a trust. Find out who needs a trust and why to use a trust for estate […]

Are you someone who thinks that estate planning is just an obscure thing people only need to do if they’re ultra-wealthy? Well, keep reading to find out who should be doing estate planning!

Trusts and Estate Planning in the US and Canada Wondering when to use a trust for estate planning? You’re not alone. Estate planning is a complex topic. The answer will depend on where you live and what your goals are. In the US and Canada, the most common reasons people use a trust for estate […]

Estate planning involves arranging for the management and distribution of your estate during your life and after death.  

Estate planning is not a one-time event; it should be regularly reviewed and updated to reflect changes in your life circumstances. 

Generational wealth is important because it provides a foundation of financial security and opportunity that can benefit multiple generations within a family.

Estate planning in Canada is the process of arranging for the management and disposal of a person’s estate during their life and after death.