When getting started with an inheritance, it’s important to ask the right questions. Encompass Advisors have curated 12 essential questions to ask when expecting a financial windfall. 29 Feb

12 Questions to Ask When Receiving an Inheritance

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

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 20 Nov

Things to Know Before Filing a Loved One’s Final Tax Return

Will your family inherit your outstanding debts? Who’s responsible for paying them off? Can creditors pursue your beneficiaries for payment? 25 Oct

Don’t Leave Your Family Battling Debt Collectors

Money left to Heart and Stroke Foundation in Will Allegedly Misappropriated | Curated Content | Charitable Bequests | Estates Gone Wrong 31 Aug

Alleged Misappropriation of Substantial Charitable Bequest

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

After deliberating for almost one hour, jurors found that a handwritten will, discovered under a sofa cushion by Franklin’s niece after the singer’s death, was signed by the music legend in 2014 and does show her intent. 11 Jul

Jury Reaches Verdict in Battle over Aretha Franklin’s Estate

Aretha Franklin’s Handwritten Last Wishes: a Tale of Two Wills 06 Jul

Aretha Franklin’s Handwritten Last Wishes: a Tale of Two Wills

Probate Nightmares: The Dangers of Properties Taken Out of Trust | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May

Probate Nightmares: The Dangers of Properties Taken Out of Trust

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

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Navigating Inheritance Disputes Between Siblings | Curated Content | Family Disputes | Ontario Law | Estates Gone Wrong 18 Mar

Navigating Inheritance Disputes Between Siblings

10 Costly Estate Planning Mistakes | Curated Content | Common Mistakes | Cautionary Tales | Inheritance Horror Stories | Estates Gone Wrong 16 Mar

Top 10: Avoid These Costly Estate Planning Mistakes