Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose

Securing Your Life's Work Beyond Succession | Estate planning is vital to preserving hard-earned success and safeguarding both business and personal legacies for future generations. 21 Jan

Securing Your Life’s Work: Legacy Planning for Business Owners

Glossary of Legal Terms Used in Probate: England & Wales 02 Jan

Glossary of Legal Terms Used in Probate: England & Wales

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

Being an Estate Executor: Frequently Asked Questions 28 Oct

Being an Estate Executor: Frequently Asked Questions

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep

Filing a Final Tax Return in Canada: a Step-by-Step Guide

With offices in Rochester and Bloomfield Hills, we’re proud to serve families throughout Michigan. Prefer virtual? We offer video consultations for estate planning, so you can plan from the comfort of home. 10 Sep

Rutkowski | Asset Protection & Estate Planning | Michigan

Loucks & Loucks LLP – Barristers & Solicitors – Powers of Attorney, Wills, Trusts, Estates & Estate Planning – Chesley, Ontario, Canada 10 Sep

Loucks & Loucks | Barristers & Solicitors | Chesley Ontario

Don’t Wait to Communicate Your Estate Plan | Three Reasons | Curated Content | Communication Breakdowns | Estates Gone Wrong 08 Jul

The Importance of Communicating Your Estate Plan: 3 Big Reasons

As a small business owner or entrepreneur, you have invested time, energy, and resources into building a successful business. But have you considered how your business fits into your broader estate plan? 07 May

Estate Planning for Business Owners: A Step-by-Step Guide

While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of key terms you may come across when planning your estate: 11 Apr

Quick Reference: Glossary of Common Estate Planning Terms