Tainting The Spousal Trust? allaboutestates.ca/tainting-the-s…

'Stratos swipes $500M team from RBC' investmentnews.com/advisor-moves/… via InvestmentNews

Planning to sell your cottage before capital gains tax changes kick in? Here's how you may be able to keep it in the family thestar.com/business/perso… via Toronto Star

Beneficiary of a U.S. Estate – Now What? allaboutestates.ca/beneficiary-of…

Gamers are Letting off Some “Steam” After Learning that Purchased Games are Not Transferrable on Death allaboutestates.ca/gamers-are-let…

'Envestnet moves to make its UMA platform more personal' investmentnews.com/alternatives/n… via InvestmentNews

The Next Succession? Lessons from a family estate gone wrong… allaboutestates.ca/the-next-succe…

'Envestnet confirms $4.5 billion acquisition' investmentnews.com/fintech/news/e… via InvestmentNews

Inheritance Tax | Estate Planning | Canada allaboutestates.ca/inheritance-ta…

US Families Are 'Woefully Underprepared' For The Great Wealth Transfer | The WealthAdvisor thewealthadvisor.com/article/us-fam…

Activating a Power of Attorney for Property allaboutestates.ca/i-am-ready-and…

(PRESS RELEASE) Precoa acquires Everplans 24-7pressrelease.com/press-release/… #aquisition #funderal #endoflife #pr #pressrelease #pressreleaseservice #publicrelations 24-7 Press Release

The New Canadian Entrepreneurs’ Incentive and Your Succession Plan allaboutestates.ca/the-new-canadi…

Our Holiday Wish – Proactively Plan for Smart Ageing allaboutestates.ca/our-holiday-wi…

Seeking Trust and Truth in Times of Deepfakes and Deception allaboutestates.ca/seeking-trust-…

Is the AI Revolution for Estate Planning Services Here? allaboutestates.ca/is-the-ai-revo…

Resources: How to Plan a Successful Estate Sale estatesgonewrong.com/resources-how-…

What is a Trust and Estate Planning Practitioner (TEP)? estatesgonewrong.com/what-is-a-trus…