Matters Beyond Wealth

Collectibles: Unique assets in estate planning—Part two

From Pokémon cards, Beanie Babies, stamps, coins to NFTs, learn estate planning tips for collectibles items

Art: Unique assets in estate planning—Part one

Planning for the future of your art collection in your estate

How emotions can impact estate planning

Using emotional intelligence to better navigate sensitive estate and late life planning conversations with loved ones.

Estate planning tips that can help protect LGBTQ+ individuals

Estate and incapacity laws can treat and impact the LGBTQ+ community differently than those outside of that community.

The family cottage: managing inheritance of an emotionally tied property

Explore the emotional complexities of passing down a family cottage, plus strategies to help prevent family feuds and leave a harmonious legacy.

Leaving a lasting legacy for your kids and grandkids

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

Six steps to help keep your brain healthy

Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy

Strategies for caregivers to avoid burnout

Tips to deal with the challenges and uncertainty of caregiving

Do you have a trusted contact person?

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

Those with special needs, need special planning

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.