Will vs. Trust: Everything You Need to Know

Wills vs. Trusts: Everything You Need to Know

Almost everyone has heard of these estate planning tools: will and trust. Both of them are used to pass on assets to your beneficiaries. While it might seem like a will would be better for you, at other times you might prefer to create a trust… or maybe both? But before we get to that, […]

How to Pass On Values and Memories Through Your Will?

Passing On Family Values

Wealth and family valuables hold a major portion of most people’s estate planning process. The testator, usually, plans their legacy around passing on their tangible and digital assets after their death to still be a part of their loved ones’ lives. In this process, however, people forget something more important; they forget to pass on […]

Why You Need A Will For Your Cryptocurrency And How You Can Make One

Will for Cryptocurrency

In 2018, the 30-year old CEO of QuadrigaCX, Canada’s largest cryptocurrency exchange, unexpectedly died. And it so happened that Gerard Cotten was the only person with access to the customer’s cryptocurrency wallets. Unfortunately, more than $135 Mn dollars of bitcoin was left stranded and inaccessible to the company. And this is just one such story.  […]

5 Reasons Why You Need To Identify And Organize Your Digital Assets

Organizing Digital Assets

Every action that used to involve an offline action is being digitized. Whether it is making online wills, connecting with people, making time capsules, getting an education, or even currency. Unlike a few decades ago, it probably wouldn’t be an exaggeration to say that we’re more dependent on the internet than ever before, suggesting that […]

A Guide to Understanding Wills

Understanding Wills

If you were to pass on tomorrow, do you know what happens to those dependent on you? To all the assets you have procured throughout your life? Covid-19 has made many contemplate their lives and the need to plan for the well-being of their loved ones. What might help is a will – to leave […]

Legacy Planning and Why You Need A Financial Advisor

Why You Need A Financial Advisor To Create Your Legacy Plan

Legacy or Estate planning is an essential step to anyone’s life plan. It allows you to take control of what happens to all your assets, including digital ones, in case of death or incapacitation. It lets you continue being a part of your family’s future by planning ahead for them.  By preparing a will or […]