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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What Is A Business Will And Why Do You Need One?
Most business owners overlook the need for a corporate will. Without it, your business could face probate fees, privacy loss, and lengthy delays, leaving your loved ones and partners in a tough spot. A corporate will secures your legacy, avoids costly fees, and keeps your business running smoothly. Don’t leave your hard work to chance.
#EstatePlanning #BusinessWill #LegacyPlanning
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 An outdated or incomplete will can leave your family with years of stress, confusion, and financial strain at the worst possible time.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
Why Dying Without a Will Could Leave Your Family and Business in Chaos
Procrastinating on your will can leave your family in chaos. Without a will, the government decides how your assets are divided, which may not reflect your wishes. A close family friend faced years of delays and unexpected costs because of an outdated will. Don’t let this happen to you. Take action now to protect your loved ones and ensure your legacy is one of care, not chaos.
The Hidden Pitfalls of Not Having a Will: What Your Loved Ones Could Face
Don't let an outdated will jeopardize your life's work. Dive into the top 10 fears about estate planning and not having an updated will, from confronting mortality to family conflicts. Share your thoughts and questions - let's explore solutions to ensure your wishes are honored and your loved ones protected. Secure your legacy with a proper estate plan.
Why Updating Your Will is the Greatest Gift You Can Give Your Family
We all have that one task we keep avoiding—like updating our will. It’s easy to put off, but the truth is, an outdated or nonexistent will can lead to chaos for your loved ones. From family disputes to unnecessary taxes, the consequences are real. Don’t wait until it’s too late; take action now to protect what matters most. Let’s make sure your legacy is as secure as your intentions. Here are five hashtags you can use:
#EstatePlanning #ProtectYourLegacy #FinancialWellness #WillPreparation #FamilyFirst