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Resources
Conversations with Tom Deans – Ep. 1 – Intergenerational Wealth Transfers & Will Planning
This week we are excited to be launching our interview series, Conversations with Tom Deans. Tom is an internationally renowned speaker...

Team Blackwood
May 25, 2022


Clarifying What Estate Documents You Need
There are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...

Patrick O'Connor
Feb 9, 2021


Green Box Exercise
The “Green Box” is really a metaphor for a designated place to keep all your important planning documents so that people then know where...

Team Blackwood
Feb 9, 2021


Clarifying What Estate Documents You Need
Watch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...

Patrick O'Connor
Feb 9, 2021


Big Rocks Exercise Worksheet
Imagine you had to fill an empty jar with rocks, gravel, and sand. There are many ways you could approach this with varying levels of...

Team Blackwood
Jan 13, 2021


Planning with the End in Mind
Watch Pat O’Connor address end of life discussions and how to start planning with the end in mind. Also, Pat shares an exercise that will...

Patrick O'Connor
Jan 13, 2021


Playing by the Rules
When I was a kid, my siblings and I would play Monopoly for hours barely knowing the rules. We had some vague understanding of the game,...

Patrick O'Connor
Mar 24, 2020


Are Millennials Willing?
There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...

Chelsea McKee-Trenchard
Sep 21, 2017


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