Executor on the Case: Becoming a Detective for Missing Assets | Much has been written on the topic of missing heirs: how to find them, and what to do if you can’t. But what happens if you have missing assets? How do you practically move forward with an estate administration when you don’t know, well, what assets you’re administering? 14 Feb

Executor on the Case: The Search for Missing Assets

There’s no “right” way to grieve, and respecting each person’s process is essential... 13 Feb

Support for Dealing with Grief and Anticipatory Grief

Estate Planning Services: Has the AI Revolution Arrived? 13 Feb

Estate Planning Services: Has the AI Revolution Already Arrived?

Court rules against woman who sought to have $1.8-million inheritance placed in fully discretionary trust to avoid losing disability benefits... 12 Feb

B.C. Court Rules Against Woman Seeking to Impose Henson Trust

Comprehensive estate planning can help you achieve your future financial goals, and your executor will thank you. Hello, I’m Leanne Kaufman, and welcome to RBC Wealth Management Canada’s Matters Beyond Wealth podcast... 11 Feb

Matters Beyond Wealth Podcast: Estate & Legacy Planning are Vital

Many Canadians dream of buying a property by the sea in Florida or a golf course in Arizona. But what happens at the time of death? Buying a property in the United States takes planning... 10 Feb

Canadian Will & U.S. Property: Avoiding Probate Takes Planning

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

Family businesses are the backbone of many economies, providing financial stability and long-term wealth for generations. Estate planning ensures a smooth transition of ownership while protecting the business and the family’s financial legacy. 07 Feb

The Role of Estate Planning in Protecting Family Businesses

While creating a legal will is essential for the transfer of wealth, it’s just one part of the process. To be sure your wishes are truly honoured, your financial legacy preserved, and your family is supported, you need a comprehensive estate plan. Moreover, you need to communicate that plan effectively. 06 Feb

Unlocking Your Legacy: Estate Planning Conversations are Critical

Estate Planning for Blended Families in Ontario | Estate planning becomes more intricate when dealing with blended families, particularly when adult children from previous marriages are involved. Careful consideration of both legal obligations and family dynamics is essential. 04 Feb

Estate Planning for Blended Families in Ontario

Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose

Courts could use artificial intelligence (AI) to speed up probate, but digitizing documents and training a new AI model is labour intensive. 04 Feb

Could AI Speed Up Uncontested Probate Applications?