Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
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Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them

2/20/2025

Watch our latest Client Insights webinar.
Retirement & Estate Planning
Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
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Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
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Understanding Probate: What you need to know.

12/15/2024

Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning