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09/07/2026
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
09/07/2026
Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.
Whether you're relaxing at home..enjoying a well-deserved day off..or grinding it out, we hope you're able to recharge and enjoy this special day.
To the builders, creators, and doers..Happy Labor Day!
09/05/2026
What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
09/04/2026
Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
Building Your Legacy A four-step framework for building a personal legacy.
09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2
09/02/2026
Many have heard they should avoid probate; do you understand what probate is and how it works?
Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.
08/31/2026
Valuation is important for business succession, estate taxes and even qualifying for a loan.
What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.
08/29/2026
This piece presents an overview of fundamental steps to consider when a loved one passes.
A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.
08/28/2026
Test your estate strategy knowledge with this short quiz.
Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
08/26/2026
The key to healthcare in retirement might be a patchwork of different choices.
Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement?