While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug

Basic Guide to The Probate Court Process in Ontario

It’s important to acknowledge that death is a part of life and think about preparations with a consumer mentality. Just like with other significant purchases, we have to educate ourselves before we buy... 15 Aug

A Consumer’s Guide to Funeral Planning

If a personal representative wishes to purchase estate assets, it should be with the consent of all beneficiaries or occur at fair market value with the approval of the court. 14 Aug

BC Supreme Court Ruling: When “Self-Dealing” May Be Allowed

When it comes to estate litigation, the payment of costs from the estate may not be guaranteed. It is important for litigants to always be mindful of the potential costs consequences... 02 Jun

Litigation Costs Covered By The Estate? Not Guaranteed!

Individuals who are making plans related to end-of-life decisions, providing assistance to adults or minors in need of care, or making other life changes may need to complete and file a number of estate planning or probate forms in court. Some of the most common areas in which people may seek out forms of this nature include those related to advance directives, guardianships, and name changes. 30 Mar

Estate Planning & Probate Legal Forms: 50-State Resources

7 Best Estate Planning Books for 2023 | It’s never too early to start planning your estate. You can be prepared with these seven books on estate planning. 22 Mar

Resources: 7 Best Estate Planning Books for 2023

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Balancing fairness with religious and cultural customs in estates— The law requires equality between men and women. Following tradition may not stand up in court... 09 Mar

Balancing Cultural Tradition and Estate Law in BC

These conversations can be difficult, but they’ll save your children from added stress. Find out how and when to have "The Talk" with your adult kids about your estate plans and their inheritance... 03 Feb

How To Talk About Your Estate Plans with Your Adult Children

During this highly stressful and overwhelming time, it is important to remember that financial well-being can be critical to your path to mental wellness. These five steps are a good place to start... 11 Jan

Financial Well-Being: Coping with Debt After Losing Your Spouse

A living will is an important part of advance care planning, which involves discussing and preparing for future health care decisions in the event you can’t make them. Learn where to find advance directive forms in your state. 31 Oct

Advance Care Planning: Preparing a Living Will

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning