Spendthrift trusts help ensure that beneficiaries can’t squander their inheritance. They can also serve to protect assets from creditors. Rather than allowing the beneficiary to receive a lump sum, the trustee releases the money incrementally. 07 Aug

Spendthrift Trusts: What Are They and How Do They Work?

Many Americans will need long-term care (LTC) at some point, but not everyone may understand what it really involves. These statistics illustrate the importance of long-term care and planning... 07 Aug

Long-Term Care Statistics 2025: The Importance of Planning

Whether you own a family business, hold employee stock options, or maintain a diverse portfolio, professional guidance ensures your stock investments benefit your chosen beneficiaries exactly as you intend. Don't leave the future of your valuable corporate stock to chance... 06 Aug

Corporate Stock Requires Special Attention in Your Estate Plan

The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning opportunities for Canadians who own property or investments in the United States. 05 Aug

U.S. Estate Tax Planning for Canadians with Cross-Border Assets

As the development of AI technology accelerates... Experts in estate planning say being proactive with clients about their wishes and how they want their legacy handled can help prevent the creation of unwanted posthumous AI facsimiles. 04 Aug

Posthumous AI Avatars: Estate Planning Needs to Adapt

An executor has both authority and legal duty. With that comes potential risk. Acting without proper guidance can expose you to delays, disputes, or even personal liability. This article highlights the top five executor missteps and how to steer clear of them... 03 Aug

Top 5 Mistakes Executors Make & How To Avoid Them: Ontario

This video unpacks the 2024 court case involving Zong Qinghou's heirs, the $1.8 billion trust dispute, and the clash between Zong Fuli and three U.S.-based claimants. 03 Aug

Wahaha’s Inheritance Battle: Family Feud & Trust Dispute

Trusts let you control how and when your assets are passed on. The stipulations you outline in the trust can help your beneficiaries use it wisely. 01 Aug

Comprehensive Guide to the Many Different Types of Trusts

No one ever plans to be sick or disabled. Yet, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure your wishes are honored, and ease the burden on your loved ones. 01 Aug

Comprehensive Checklist: Getting Your Affairs in Order

Ontario’s inheritance laws do not treat common-law couples the same as married couples. And that can lead to some unexpected (and painful) consequences. 31 Jul

Inheritance Rights: Common-Law Partners in Ontario

Life events such as marriage or divorce significantly impact estate planning. This article explains the implications of marriage and divorce on wills, outlines the key provisions of Section 56, and provides guidance on steps to protect your estate planning intentions. 30 Jul

Impact of Marriage & Divorce: Estate Law Reform in BC

Minimizing taxes on Estates can go a long way in providing maximum benefit to the heirs and reducing their financial burden. However, it takes timely planning and exploration of a variety of strategies. Here are some longstanding tips and tricks for this purpose. 30 Jul

What Can I Do To Minimize Estate Taxes in Canada?