Estate Planning
Explore our articles about estate planning
Airline Rewards After a Loved One's Death: A Guide for Cancelling or Transferring for Canadians
If your loved one had accrued airline rewards in Canada, it's essential to understand how to handle them properly to prevent any unnecessary fees and ensure that their benefits are managed appropriately.
Estate Planning: The Dos & Don'ts
Death is a certainty, but planning for it doesn't have to be a daunting task. Estate planning is a comprehensive strategy to ensure your assets and wishes are handled according to your desires after you die, minimizing confusion and hardship for your loved ones.
The Importance of Estate Planning: Securing Your Legacy, Protecting Your Loved Ones
Estate planning is often an afterthought. However, it is a crucial aspect of financial security, ensuring your wishes are carried out and your loved ones are protected after your death.
Legal Ease: Understanding Power of Attorney and Advance Directives
Legal documentation like powers of attorney and advance directives allow your loved one to proactively appoint someone to uphold their values and best interests when they no longer can. Learn more about legal documents you should understand as a caregiver in the United States or Canada.
Navigating Taxes and the Estate Process in the US
The passing of a loved one brings a mix of emotions and practical obligations, including dealing with taxes. While the US has no federal inheritance tax for beneficiaries, several types of taxes can still apply. Learn more.
Death and Taxes in Canada: A Guide to Taxes After Death
When a loved one passes away in Canada, navigating grief is compounded by the need to handle their estate. This comprehensive guide explores the various taxes that may arise upon death in Canada and offers tips for navigating the process.
Secure Your Journey: Why Funeral Preplan Protection Before Travel Is Essential
Planning for the unexpected is crucial when traveling. Discover how funeral preplan protection offers financial security and support in case of death while away from home. Learn about the benefits of Journey Home and why it's important to purchase it before you travel.
Talking to Your Kids About Your Will: A Guide for Parents
Discussing your will with your children can be difficult, but it's essential for their future well-being. This guide provides practical advice on how to approach the conversation and ensure your wishes are understood.
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Why You Need a Will [Even if You Think You Don’t]
This blog explains why everyone should have a will and how having a will eases the burden on your family.
How to Preplan a Funeral and Provide Peace of Mind For Your Children
This guide explains how to preplan for the end of life. Learn how to ensure your wishes are considered and to provide your family with peace of mind.