Estate Planning Tips and Tricks
6 Unique Ways To Give Back This Holiday Season
Snow is falling, festive decorations are hanging... Tis the season to be giving! The holiday season is upon us and that means gearing up for holiday cheer, family gatherings, and of course一gift-giving! But, what’s the best gift of all? Giving back to your community! Here’s a list of 6 unique ways you can give back to your community this holiday season.
November 29, 2022
Debunking 8 Common Myths About Wills
Sharing urban legends is a great form of storytelling around the campfire. What’s also great? Getting the truth! Telling stories about ghosts or aliens are fun ways to scare your friends and family. They’re also not true—we hope! Over the years, wills have gotten a rep for things that aren’t exactly true. And these myths are often the cause.
November 11, 2022
7 Surprising Facts About Wills That You Probably Didn’t Know
Even though making a will might sound a bit… dry with all the legalese and paperwork, there’s a lot of things that can still surprise you! We’re here to help make estate planning easier for Canadians, so we rounded up some of the most interesting that facts that you might not have already known about wills.
October 27, 2022
4 Tips For Making Estate Planning Feel Less Spooky This Halloween
Spooky season is just around the corner. We’ve rounded up 4 tips to make estate planning feel a bit less trick and a little more treat this Halloween!
October 20, 2022
4 Unexpected Ways To Give Thanks This Thanksgiving
Tackle an important to-do this Thanksgiving: estate planning. Here are 4 ways your estate plan can help you show your family some love this Thanksgiving.
September 20, 2022
5 Smart Ways To Include Your Kids In Your Will
We’ve rounded up the top 5 things we think you should consider when including your kids in your will. (And how you can use our new testamentary trust feature to do so.)
August 15, 2022
How to Help Your Aging Parents With Their Finances
While some people don’t look forward to getting older, it’s a natural part of life. And although it’s inevitable for everyone, there’s not always a clear path when it comes to making major life decisions. Here are a few suggestions to help you and your loved ones discuss and organize their finances and other important documents.
July 21, 2022
Playlists For Making Your Will
We’ve created a playlist to listen to while making your will to hopefully make it a little more… fun? Here are 20 songs that you can listen to while writing your will.
July 19, 2022
10 GIFS That Perfectly Describe Making A Will
Writing your will can seem daunting at first, which is why we’ve tried to make the process a little more fun. We rounded up some GIFS that we think capture the emotions that perfectly describe making a will.
July 7, 2022
Surprising Ways 7 Canadian Companies Are Innovating Death
Many Canadian companies are improving the experience of end-of-life planning. Here are some of our favourite Canadian products and services that are also innovating the inevitable.
June 30, 2022
An Overview of Canadian Pension Benefits: How Much Will You Get?
Whether you are just entering the workforce or you are already nearing retirement, at some point everyone wants to know how much income they can expect in retirement.
May 30, 2022
How Much Should I Leave In A Pet Trust?
Leaving a pet trust is one of the best ways to ensure your furry friends are taken care of - even if you're gone. But how much should you leave in a pet trust?
May 3, 2022
QUIZ: Which Willful Plan Is Right For You?
If you’re not sure which Willful plan is right for you, we’re breaking down the differences between the 3 plans to help you find the right fit!
January 8, 2022
How Millennials Are Rethinking Their Digital Legacies
In a world full of passwords and digital assets, how can we make sure that we’re including this key information in our estate plans?
November 18, 2021
When Should You Start Thinking About An Estate Plan?
An estate plan is a great way to protect your legacy and loved ones long after you are gone. Here are some life milestones that suggest it’s time to start thinking about estate planning.
October 12, 2021
5 Reasons You Need An Estate Plan Before Travelling Again
Whether you’re planning a weekend road trip in your province or your next global adventure, here are 5 reasons why you should consider adding estate planning to your pre-travel checklist.
July 15, 2021
What Happens To Your Crypto and Bitcoin When You Pass Away?
Do you have a plan for your cryptocurrency and other digital assets in your estate plan? Here's how to make sure you don't lose them after death.
June 22, 2021
Estate Planning in Canada: Top Tax Planning Tips
When it comes to estate planning, one common mistake you can make is not having an effective plan on how to manage the taxes. Here are some estate and tax planning tips to help you get started.
June 16, 2021
Bill 245: Everything You Need To Know About The Changes To Ontario Estate Law
Virtual witnessing becomes permanent, plus changes to how marriage and separation affect wills in Ontario.
May 6, 2021