Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement. 29 Jul

Why Canadian Kids Are Bailing Out Boomer Parents

An executor must administer the estate with diligence, respond to reasonable inquiries from beneficiaries, and take the Court process seriously. Where those duties are not met, the Court has shown that it is prepared to order costs personally... 24 Jul

What Happens When An Executor ‘Ghosts’ The Estate?

Choosing an executor is one of the most consequential decisions in estate planning. Conflicts of interest can lead to family disputes, high legal costs, and can jeopardize proper estate administration. 22 Jul

What Constitutes Executor Conflicts of Interest in Ontario?

What are you actually entitled to know as an estate beneficiary? And if you are the executor, what do you actually have to share? Here is how it works in British Columbia... 21 Jul

Beneficiary Rights in BC: What Executors Need to Know

The Court of Appeal recently released a decision dismissing appeals against conviction of a former Toronto police officer who fabricated the last will and testament of Heinz Siegfried Sommerfeld to benefit the police officer. 15 Jul

Consequences of ‘Stealing’ an Estate: Ontario Fraudulent Will Case

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting. 15 Jul

5 Estate Planning Steps Canadians Delay The Most

Choosing the right estate trustee —at the planning stage— can be one of the most important decisions a testator makes. This case serves as a cautionary tale of what can happen when an estate trustee fails to appreciate the seriousness of the role... 03 Jul

Cautionary Tale: When Poor Administration Comes at a Cost

Effective succession planning for family business isn't just about paperwork; it's about securing your future and your family's peace of mind. In this guide, you'll learn how to protect your legacy and minimize tax liabilities when transitioning your company under current regulations... 02 Jul

Guide to Family Business Succession Planning for Canadians

The spousal rollover applies differently across property types. Understanding how this rule functions and knowing exactly when an executor should strategically elect out of it is one of the most vital components of estate planning.  30 Jun

Understanding How “Spousal Rollover” Works in Canada

With many estates being administered over extended periods —by older spouses, siblings, or peers— the risk that an executor becomes incapable is very real and foreseeable. Planning for incapacity at the drafting stage is key... 26 Jun

What Happens When An Estate Executor Becomes Incapable?

Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada... 21 Jun

How To Set Up a Family Trust in Canada: 2026 Action Plan

An estate freeze is a highly effective tax strategy that allows business owners to lock in the current value of their company shares. By doing this, you generally freeze your future capital gains tax bill at today’s amount, while safely passing all future business growth to your children tax-free. 21 Jun

Estate Freeze: Passing Your Ontario Business to the Next Generation