Exceptional solutions. Your needs are as unique as you.

Category: Thought Leadership

Medically Assisted Dying in Canada – An Update

In April 2017, the CBC reported that over 1,300 people in Canada have died with medical assistance since the Criminal Code was amended in 2016 to legalize medical assistance in dying (“MAID”). While this statistic points to the importance of MAID for many Canadians, the new legislation has not settled

Read More »

The Family Wealth Conversation – Too Little, Too Late?

One of the issues of increasing concern to parents is having that family wealth conversation. With increasing affluence, the present post-war baby boom generation is confronting more so than their parents had to, the best way to approach talking with their children about financial matters, including their eventual inheritance. While

Read More »

Ethos for an Aging Society

It is quite remarkable to think that notwithstanding our increasingly aging demographic,1 the recognition of the rights of older persons as a distinct group has been largely absent in the field of human rights. Only recently the rights of older persons as a distinct group have begun to emerge and

Read More »

Redefining Family

Sometimes the law leads in pushing societal change forward, but often it lags far behind, particularly in the face of scientific innovation and rapid technological change. Over the past forty years or so, even how we define family has been subject to fundamental change, and in the future it will

Read More »

Zen and the Art of Estate Plan Maintenance

You may remember the bestseller Zen and the Art of Motorcycle Maintenance which explores many themes, including the dichotomy between the “romantic” approach to life versus the “classical” approach–in the moment versus rational analysis–and the common ground linking them. The sense of mastery and peace of mind that comes with

Read More »

Canada, the U.S. and Going Borderless: Nowhere to Hide

Perspective is important and illuminating–only about fifteen years ago, or perhaps even less, it was not common to have to consider the impact our Canadian and U.S. tax and legal regimes have on estate planning and our affairs in general. The 49th parallel and the world’s longest undefended border symbolized

Read More »

Proactive Charitable Giving: A Balancing Act

Charity begins at home, so they say. This may be where it starts, but your estate plan is where your charity may end. Most of us will donate time or money to one cause or another during our lifetimes (who doesn’t love Girl Guide cookies?). When we die, however, our

Read More »

Ethical Wills

You may or may not have heard of the term “ethical will”. An ethical will doesn’t deal with money or assets, but instead with values, beliefs, words of wisdom, inner thoughts, and family history and tradition. We predict it will become a more common part of the estate planning process

Read More »