Mallory McGrath talking with a client in an office boardroom

Welcome to the Viive Blog! This is where our Founder and CEO, Mallory McGrath, as well as guest bloggers, share their thoughts on the benefits of planning, smart advice to help families talk about difficult topics, and inspiring testimonials from people who have gone through the planning process.

May 6, 2022

How do You Want to be Remembered?

The Canadian government has created one of the most favourable tax regimes to encourage charitable giving globally.

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April 21, 2022

Boomers Are Living Longer - How does that Affect the Real Estate Market?

A review of the aging population and how it will impact the real estate market in Ontario w/ Trusted Partner, Vivien Sharon

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April 7, 2022

I Don’t Have a Will – And That Needs to Change!

Meet Jennifer - a Gen X mom who is getting her first Last Will & Testament.

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January 2, 2022

End-of-Life Tax Planning – Helpful Basics Everyone Should Know!

Tax planning for your estate is not just for the wealthy. We welcome one of our Trusted Partners, Think Accounting, to provide advice on this important topic.

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November 23, 2021

Planning for serious illness and injury: a doctor’s opinion on planning ahead

Numerous studies have found a positive relationship between proactive planning and improved measures of health and psychological well-being.

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October 12, 2021

The Decluttering Battle Plan

Interested in decluttering your home? Check out this blog post from our Trusted Partner, Sharon Parenteau, to learn more about her Five-Step Decluttering Plan.

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July 19, 2021

The Benefits of Aging & End-of-Life Planning

Creating an estate plan should be done carefully and considerately.

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July 14, 2021

Two generations’ view on the aging process - Part #2

As a Canadian society, we avoid talking about money and death. Both of these are key factors when it comes to planning for the aging process.

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July 7, 2021

Two generations’ view on the aging process - Part #1

The aging process is a topic that many do not want to discuss. Read more below to learn about how Sue (a baby boomer) and Mallory (a Millennial) view the aging process.

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June 21, 2021

Collaborative Planning - a Viive client perspective

Through our experience with Viive Planning, we learned just how important it was to look carefully at that minutiae, and to prepare a comprehensive plan for aging and end-of-life.

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June 7, 2021

Why pre-paying for your funeral is so important to do

In Canada, the average direct cremation costs approximately $5,000, which to many families (mine included) is an exorbitant amount of money to have to spend in the wake of an unexpected loss.

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May 24, 2021

A Valid Will vs. An Effective Will

Having a valid Will isn’t necessarily the same thing as having an effective Will. 

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May 12, 2021

A Social Media Will

Epilogue has created a FREE Social Media Will to help you to protect your digital legacy.

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May 10, 2021

Leave a Legacy Month

May is Leave a Legacy Month, and only 5% of people in Canada have left a gift in their Will to a charity.

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April 21, 2021

Advance Care Planning - a Viive client perspective

We will be taking advantage of their services to make sure that the wishes & desires that we outlined with Mallory in our Aging & End-of-Life Plan is executed accordingly.

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April 7, 2021

Can I retire on the proceeds of my parents' estate?

Assumptions about a family inheritance can be fraught with misconceptions or resentment, but with a sound financial plan and open discussion, you can avoid stress and strain on your family.

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March 22, 2021

It’s okay to take a careful approach to the digitization of Wills

Even as a typical Millennial with my desire to preserve the environment and take advantage of the digital age we live in, I remain in support of Wills and POAs being signed by a person with. a. pen.

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March 19, 2021

Powers of Attorneys – Not just for our elders

You may think, “I’m young and I’m healthy. I don’t need this right now” or “I don’t have any assets that require management.” Not true!

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March 5, 2021

How To Help Your Adult Children Make Their Will

In today’s digital age, it doesn’t have to be complicated or expensive. Using online solutions, you can complete a Will in about 20 minutes and for a fraction of the cost of seeing a lawyer.

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February 19, 2021

To downsize or not to downsize, that is the question

Right now, in the condo market, inventory is up, and the demand is down. But over in the freehold market, inventory is down, and demand is up.

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February 5, 2021

Preparing yourself to act as Power of Attorney for your parents or loved one - PART #2

Welcome back to Part #2 of our conversation about Powers of Attorney (POAs) and when to start using them if you have been appointed by your parent/loved one. 

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January 22, 2021

The smart step in your child’s future

Life insurance policies for children & grandchildren can be some of the best investments you ever make for your family's legacy and future.

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December 18, 2020

Preparing yourself to act as Power of Attorney for your parents or loved one - PART #1

“Too late” means that a parent has declined so far that they are now mentally incapable and therefore unable to make the decision to retain a lawyer to draft a Power of Attorney for Property.

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November 16, 2020

We owe it to future generations to change our society

We owe it to future generations to change our society’s Canadian-style norm of not talking about money, aging and death.

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November 16, 2020

Welcome to Viive Planning

Welcome to Viive Planning! Meet our Founder & CEO, Mallory McGrath.

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