There is significant emphasis placed on cash flow planning during a client’s lifetime but what is often overlooked is planning for cash flow after death. Discover the importance of cash flow planning in estate management and learn how strategic estate distribution and understanding of assets and liabilities can safeguard against tax implications and ensure the financial well-being of beneficiaries.

Explore the challenges of end-of-life planning and understand why so many Canadians grapple with this crucial aspect of financial strategy. Uncover startling statistics on the lack of up-to-date wills and learn how cognitive biases, such as present bias and loss aversion, play a role. Discover the importance of holistic estate planning and why regular reviews with an advisor are key to a comprehensive strategy.

Discover the importance of holding a family financial meeting to discuss healthcare, estate plans, and financial matters. Learn about key topics to cover and how to make the meeting a success.

Before accepting the role of executor for someone's estate, it’s important to understand the potential risks, personal liabilities, and complexities involved in managing and distributing assets. Learn how to address important matters such as guardian arrangements beneficiary conflicts, and co-executors and gain insights into executor compensation and legal provisions to protect yourself as an executor.

It might be difficult to think about what could happen to your financial assets after you pass away. However, it is essential to plan for even the unexpected by creating a will. This will help ensure that your beneficiaries are taken care of in accordance with your wishes.