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

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

This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May

Estate Planning Documents Checklist: State-by-State

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr

Canadians with European Assets: Whose Law Governs?

Most families don't have these conversations until it's too late. Not because they don't care. But because there's never a clear moment to bring it up... 24 Apr

Thoughtful Questions To Ask Your Aging Parents

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.   14 Apr

What to Do if You Suspect —or Have Been Accused of— Estate Theft

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it. 13 Apr

Financial Decoder Podcast Examines “Both Sides of an Inheritance”

Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr

Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

It seems that traditional approaches and societal norms are underpinning the practice of the daughter being given the caregiver role and the son looking after finances and property, even though their skills and abilities may not match those roles. 30 Mar

Designating POA Responsibilities: Is Gender Playing a Role?

Without the right legal documents, even your closest family member can’t access your accounts, talk to your doctors or make decisions on your behalf. Here are the five “Must-Have Documents” that protect your independence. 28 Mar

Estate Planning Documents Suze Orman Says Single Women Need