Necessary steps in estate planning include a will, naming an executor, power of attorney and a healthcare proxy.

Moneywatch's Jill Schlesinger takes us through how to create a will and why having a will is essential for estate planning.

Estate planning isn't just about preparing for death, it's about creating certainty for your financial future and your loved ...

Plans for a new “education and training centre” in a South Tyneside industrial estate have been given the green light.

How should I handle my concerns about substance abuse and addiction issues within my family as I’m completing my estate planning?

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

The firm focuses on estate and tax planning for multinational families and operates with a relationship-driven ethos.

Losing a loved one is never easy. Beyond the emotional pain, families are often faced with the overwhelming task of handling their loved one’s estate. To help navigate this challenging time, Estate ...

More than $1-trillion in assets is set to pass between Canadian baby boomers and their heirs by the end of the decade. But financial experts understand that it takes careful planning to maximize the ...

As artificial intelligence becomes a bigger part of client conversations, advisors need to be aware of the capabilities of chatbots such as ChatGPT and Google AI, whether that’s good or bad. New ...

The Ministry of Economy and Planning (MEP) has been awarded the LEED Platinum certification for Operations and Maintenance of existing buildings, becoming the first Ministry in the Kingdom to receive ...

A comprehensive plan can protect loved ones from legal disputes, minimize estate taxes, and preserve family harmony. Key components of an estate plan include a will, trusts, health care directives, ...