In the intricate process of estate planning and will preparation, the expertise of an accountant is invaluable. The collaboration between your solicitor and accountant ensures a seamless integration of legal and financial expertise. 17 Mar

The Critical Role of Accountants in Estate Planning

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb

Deemed Disposition at Death: Top Questions Answered

In the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. 02 Jan

Professional Designations in Financial Services: Roles & Definitions

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

This handbook is for those who have been appointed an executor (now called an “estate trustee”) in Ontario. Read further for excerpts from "How to Administer an Estate in Ontario: Plain Language Handbook", available on Amazon... 01 Sep

How to Administer an Estate in Ontario: Plain Language Handbook