When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

There are numerous factors at play in this increase in probate disputes; we have an ageing population, with diverse family members and estates that are worth increasing amounts. Couple that with people being more aware that they can bring some sort of claim, and there is a perfect recipe for an increase in claims. 10 Jan

What is Causing the Increase in Contentious Probate Claims?

Demystifying Estate Planning Terminology: A Glossary of Essential Terms You Need to Know 10 Jan

Demystifying Estate Planning: A Glossary of Essential Terms

This guide explores how to manage and distribute valuable collections during estate settlement, including legal considerations, valuation techniques, and strategies for avoiding conflicts. 09 Jan

Valuable Collections During Estate Settlement: Handle with Care

This guide explores the fate of domain names and websites after death, outlining the steps executors and family members should take to manage these digital properties effectively. 09 Jan

Managing Domain Names & Websites After Owner Passes Away

When a loved one passes away, their streaming accounts and subscriptions may seem like minor considerations compared to other estate matters. However, managing these accounts is important to prevent ongoing charges and secure their digital legacy. 09 Jan

Managing Streaming Service Accounts: A Guide for Canadians

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

The history of estate planning includes some remarkably strange and fascinating bequests that challenge our understanding of inheritance law and human nature. 08 Jan

Unusual Bequests Continue to Evolve, Fascinate, and Challenge

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

06 Jan

Create a More Effective Estate Plan: Tips & Best Practices