5 Key Steps for Retirement and Estate Planning in 2025 28 Mar

5 Key Steps for Retirement and Estate Planning in 2025

Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border and Multijurisdictional Estate Matters

Cost of Care Calculator & Long-Term Care Options: By State 18 Mar

Cost of Care Calculator & Long-Term Care Options: By State

Estate Planning in Canada is an essential step that helps you manage your assets as you wish while minimising tax difficulties for the beneficiaries. Although there are no inheritance taxes, addressing key tax considerations helps protect your legacy and care for your loved ones. 22 Feb

Proactive Steps to Minimise Your Estate’s Tax Burden

Canadian Outlook 2025: The Future of Estate Planning 19 Feb

Canadian Outlook 2025: The Future of Estate Planning

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec

Strategies to Reduce Your Final Tax Return: Canada

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov

High-Net-Worth Estate Planning: Quick Guide

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips 24 Jun

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips

Your Living Will: a Crucial Component of a Complete Estate Plan 28 May

Your Living Will: a Crucial Component of a Complete Estate Plan