Exceptional solutions. Your needs are as unique as you.

Blog

Celebrating

our 10th year
blog anniversary

Month: March 2022

Little Orphan Assets

When building a life together, one of the more important decisions for married spouses or common-law partners is how to deal with their respective assets and whether or not some or most should be combined. Holding assets jointly with your spouse or partner, particularly in less complex estates, is a

Read More »

The Estate Trustee is Dead, Long Live the Estate Trustee

One of the most important decisions to make in planning your Will is choosing your executor and trustee (referred to as an estate trustee). Who should act, whether you should have two or more act jointly, and who to appoint as the alternate(s) should your first choice be unable or

Read More »