The upcoming “One Big Beautiful Bill” introduces major U.S. tax changes in 2026, including a $15 million estate tax exemption and new “Trump Accounts” for children. Canadian families with U.S. ties should review estate plans and await CRA guidance before acting.
Recessions happen regularly and they don’t last forever. It can be a difficult time for kids and families, but there are some things you can do to get through it.
Starting tax planning early gives you time, options, and peace of mind. Review contributions, plan donations, explore tax-loss harvesting, consider income splitting, and check cash flow now to reduce taxes, avoid year-end stress, and optimize savings before 2025 ends.
Planning Your Golden Girls’ Era? Julia spoke at an event a few months back, and the questions that came after were probably more interesting than the talk.en it comes to finances.
Imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility.