Building a Legacy That Lasts BLOG
Your business is more than numbers on a balance sheet. It’s years of hard work, sacrifice, and the foundation of your family’s future.
If you’re planning to transition out of your business in the next decade through a sale, Third party buyer, employee buyout, Employee Share Trust or family succession, how you exit matters. The right strategy ensures your legacy continues, protects your wealth, and secures your loved ones.
Explore practical insights, proven strategies, and meaningful ways to make your next chapter as impactful as the one you built. Because true success isn’t just what you leave behind, it’s who you leave it for.
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How One Family’s Tragic Loss Could Teach Us All a Valuable Lesson
Most of us think our final affairs are somewhat prepared, but are they really? A close friend thought so too—until an unexpected loss turned into years of chaos, legal battles, and stress for his grieving family. Organizing your affairs isn’t just smart; it’s one of the kindest things you can do for your loved ones. Life is unpredictable—let’s make sure our families aren’t left with confusion but with clarity.
#EstatePlanning #CompassionateLiving #LifeLocker #LeaveNoLooseEnds #FamilyFirst #BePrepared
A Few Minutes Of Planning To Avoid Your Family Years Of Heartache
If something happened to you tomorrow, would your family know exactly what to do?
It’s a question no one wants to think about, but I’ve seen firsthand what happens when we don’t plan ahead. One of my clients thought his affairs were in order, only to find his ex-wife was still listed as the beneficiary on his RRSP. His current wife wasn’t exactly thrilled. We caught it in time, but what if we hadn’t?
Life gets busy, and updating your will probably feels like something you can push off. An outdated or incomplete will can leave your family with years of stress, confusion, and financial strain at the worst possible time.
Don’t wait until it’s too late. A few minutes of planning today can save your loved ones from years of heartache tomorrow.
#EstatePlanning #ProtectYourFamily #PlanAhead #FinancialWellness