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Celebrating

our 10th year
blog anniversary

Category: Thought Leadership

Why Do We Procrastinate When It Comes to Estate Planning?

Procrastination is the act of delaying or putting off tasks. It’s not about laziness or indolence, but is caused by fear or anxiety or as a way to cope with unpleasant emotions. Wealthy, successful people can be the biggest procrastinators. In fact, among respondents with a doctorate or master’s degree,

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Shifting Sands: Generational Values and Attitudes Toward Wealth

Generations are shaped by the events, technologies, and cultural shifts of their time. As we usher in the new year, we also welcome the start of a new generational cohort, Generation Beta or Gen Beta—those born between 2025 and 2039. They follow Gen Alpha, who were born between 2010 and

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Open the Pod Bay Doors: The Future of AI and Probate Applications

While modern artificial intelligence (“AI”) has already proved an immensely useful tool, with IBM’s Watson serving as an early example of a natural language processor able to receive and respond to plain language inquiries in plain language with a high degree of accuracy, it has also proven to have its

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A New Paradigm: Wealth Advising for the Future

As an estate lawyer, how many times have I said under my breath to myself as my clients have exited the boardroom after an often lengthy, revealing, intense, and always interesting meeting: “I don’t need a law degree – I need a psychology degree!” I am sure my sentiment is

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How to Remove the Clutter and Organize Your Affairs

Many of us feel overwhelmed when it comes to keeping our financial affairs up-to-date and in order. Whether it is technological challenges, including accessing the information we need through a portal when it used to come automatically through snail mail, new legislation and increasing tax compliance or keeping our estate

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Dare to Choose: Update on Medical Assistance in Dying (MAID)

On the heels of Canada Day, what are the things that make Canada distinctive? Well, on the estate and advance planning front, one significant difference is that Canadians have the ability to choose to end their life with medical assistance that many residing in other countries do not have. We

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