Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Legal Considerations & Access Rights for Digital Assets During Probate 15 Jul

Access Rights for Digital Assets During Probate: Canada

Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”

Inspired by recent research on inheritance family feuds, here’s how to protect your family from the devastating conflicts that tear families apart after a loved one’s passing... 10 Jul

Family Feuds Over Inheritance: Causes & Conflict Prevention

It’s never too early to start talking with your family members to ensure everyone is on the same page when a care crisis occurs. Specifically, talk to your parents about their intentions for the future when they’re still capable of managing their affairs. 10 Jul

Planning Care for Aging Parents: Five Key Steps

Estate Planning and Succession Planning— What exactly are the differences between the two? And which one do you need to plan for a secure future for your loved ones? 04 Jul

Estate Planning vs. Succession Planning

This guide explains—in plain language—how the Long‑Term Care Rate Reduction Program works and how it can help lower your monthly bill. 03 Jul

Reducing the Cost of Long-Term Care in Ontario

Someone should start thinking about estate planning as soon as they start accumulating any form of wealth or they have financial responsibilities or obligations to another person. But it’s not a one-and-done discussion. 02 Jul

Ten Life Events that Should Make You Revisit Your Estate Plans

By following these steps, you can maximize your chances of a successful and profitable estate sale.  01 Jul

Resources: How to Plan a Successful Estate Sale

Greed and Conflict Among Siblings in Inheritance Matters | Curated Content | Family Disputes | Estates Gone Wrong 30 Jun

Greed & Conflict Among Siblings in Inheritance Matters

Taking the time to gather all the assets and have detailed information about each item goes a long way to helping everyone understand specifics and how this affects them. A BC case recently showcased why clear language is so important to minimize potential challenges to a Will. 26 Jun

Oversight for Wills: Distributing Articles & Personal Effects

For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun

Cautionary Tale: Estate Planning for a Loved One With a Disability