Category: Thought Leadership

Heads Up On “Shacking” Up

Whether it’s a first relationship for a millennial or a second or subsequent relationship for others including baby boomers and seniors, these days more and more couples are choosing to live common law rather than marrying. According to a 2017 census, 21.3% of all couples in Canada were living common

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2020 Vision: Creating a Family Contingency Plan

With the start of a new year and a new decade, we tend to focus more than usual on important personal goals and objectives. One goal to consider is creating a family contingency plan. Your plan can be short and simple, or lengthy and detailed. In brief, it entails creating

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Getting Ready for the New Trust Reporting and Disclosure Rules

In a previous blog, “The Movement to Transparency and the Erosion of Privacy” we wrote about the global move to greater transparency by government and taxing authorities which they claim is necessary to combat money laundering and tax evasion. As part of that agenda which the government asserts is necessary

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Bridging the Common Law-Civil Law Succession Divide

For those of us who live and work in a common law world, it is hard to imagine that we are by far the minority. Most of the world is governed by a civil law regime, customary law or religious law. Continental Europe, Russia, China, Japan, South America, Mexico and

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Moving On Up: The Transition to Wealth

The psychology of wealth is emerging as a distinct area of academic study and research. With aging baby boomers, and the trillion dollar wealth transfer that is now beginning to take place, we need to know more about wealth, how it impacts families, and how to successfully transition wealth. The

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The True Role of the Trusted Advisor

Much has been written in recent years about the role of the “trusted advisor”. A trusted advisor plays a key role in achieving client goals in their best interests and is worth their weight in gold. To do so, a trusted advisor needs to be able to provide clients with

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The Movement to Transparency and the Erosion of Privacy

We live in a world in which personal privacy is under siege, or perhaps simply not valued as much by many as it was by prior generations. As we reach the end of 2018, this year has seen a number of scandals involving significant data breaches and cyber hacking involving

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