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Are you ready to get your estate in order?
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Read on for more helpful resources to guide you through
your estate & legacy planning process.
Recent Blog Posts
Building Smart Estate Plans
Darrell hosted our second live webinar focussing on building smart estate plans with Dr. Tom Deans, The New York Times Top-Ten Author of Willing Wisdom which remains the best-selling Canadian estate planning book of all time.
Transitioning Family Business Wealth
We had the pleasure of recently hosting our first live webinar! Darrell interviewed Dr. Tom Deans, The New York Times Top-Ten author of Every Family’s Business. With more than 1 million copies sold, it remains the best-selling family business book of all time.
3 Differences: Do you have an Estate Plan or a Legacy Plan?
Do these two terms mean something different? We happen to think that an Estate Plan might not have nearly the same intergenerational impact as a Legacy Plan that is fully realized. Read more below on what we see as the differences between the two. Whatever you call your plan, we hope it is prepared to serve your family’s best interest and give you peace of mind.
We don’t know it all, but we know people who do.
OK, we admit it. We don’t have ALL the answers. That’s why we’ve made it our business to build lasting relationships with bright, talented people and professional organizations that consistently dazzle us. We’ve come to rely on these associates as trusted partners – and we feel good about recommending them to you.
Thought Leaders
Preferred Insurance Carriers
Third-Party Tools
Estate planning is more than just the division of assets, it’s also about important family conversations. A resource created to help assess the health of your estate plan is the Willing Wisdom Index, which takes less than 10 minutes to complete and only you will see your results. It has nothing to do with investments or insurance, but instead, everything to do with your most valuable asset – your family.
To complete the Ultimate Estate Planning Checklist and receive your own personalized Willing Wisdom Index Report
- Visit www.WillingWisdomIndex.com
- Enter Your Access Code: TWDI76F1R9A