Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets. 05 Aug

US Long-Term Care Costs ‘Eating into’ Family Wealth

Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement. 29 Jul

Why Canadian Kids Are Bailing Out Boomer Parents

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on. 26 Jul

Cost of Eldercare Obliterating Expected Inheritance

Choosing an executor is one of the most consequential decisions in estate planning. Conflicts of interest can lead to family disputes, high legal costs, and can jeopardize proper estate administration. 22 Jul

What Constitutes Executor Conflicts of Interest in Ontario?

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"... 17 Jul

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

Under Australian estate law, executors owe a fiduciary duty to all beneficiaries. This guide explains exactly what conduct justifies a dispute, what steps to take first, and how the courts approach these matters in 2026. 16 Jul

Australian Estate Law: Guide to Disputing Executor Conduct

The Court of Appeal recently released a decision dismissing appeals against conviction of a former Toronto police officer who fabricated the last will and testament of Heinz Siegfried Sommerfeld to benefit the police officer. 15 Jul

Consequences of ‘Stealing’ an Estate: Ontario Fraudulent Will Case

Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones... 13 Jul

6 Tips to Help You Talk to Your Family About Estate Planning

Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada... 21 Jun

How To Set Up a Family Trust in Canada: 2026 Action Plan

This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases. 12 Jun

Estate Administration: Practical First Steps for Executors

Just received a large inheritance in Canada? Avoid the emotional decisions that turn a windfall into a cautionary tale, with this "7-Step Money Plan Before You Touch a Dollar (2026)" 03 Jun

Before You Spend Your Inheritance: 7-Step Plan for Canadians

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident? 12 May

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers