An executor has both authority and legal duty. With that comes potential risk. Acting without proper guidance can expose you to delays, disputes, or even personal liability. This article highlights the top five executor missteps and how to steer clear of them... 03 Aug

Top 5 Mistakes Executors Make & How To Avoid Them: Ontario

Estate Administration: The Biggest Mistakes Executors Make 04 Jul

Biggest Mistakes Executors Make During Estate Administration

Even well-intentioned executors can make mistakes that lead to delays, legal issues, or personal liability. Here is a list common pitfalls in estate administration with tips on how to avoid them. By being aware of these, you can proactively take steps to stay on track and out of trouble. 21 May

Common Estate Administration Pitfalls & How to Avoid Them

As you navigate your necessary estate planning decisions, here are a few crucial mistakes plenty of people make, but that you'll want to avoid. 15 May

Safeguard Your Legacy: Don’t Make These Costly Mistakes!

14 Unexpected Ways a Surprise Inheritance Can Complicate Your Life | Here's how to prepare yourself financially if you get an unexpected inheritance so you avoid costly missteps... 20 Apr

Surprise! An Inheritance Can Complicate Your Life

Understanding how one outdated will can make probate last for years is key to avoiding unnecessary stress for your loved ones. 15 Apr

An Outdated Will Can Make Probate Last For Years

Even the most well-meaning executors may encounter unforeseen difficulties during the estate administration process. Errors in estate administration can make an otherwise simple procedure more difficult. Learn more about these common mistakes and how to avoid them... 24 Feb

Estate Administration in Ontario: Avoiding Common Mistakes

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

No Will? No Estate Plan? You Are Not Alone! 19 Feb

No Will? No Estate Plan? You Are Not Alone!

Careful planning and collaboration with estate professionals can help you avoid these common mistakes, ensuring your will effectively supports your loved ones and secures your legacy. Here are some thoughts to help you get your estate planning process underway. 19 Feb

Getting Your Estate Planning Process Underway: Dos and Don’ts

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance