Before you set up a living trust, make sure you’re positive that it’s the right tool for your particular situation. Learn more in this step-by-step guide to setting up a living trust in Canada… 18 Jun

How Do I Set Up a Living (Inter Vivos) Trust in Canada?

Unless robust estate planning has been done in advance, bereaved families are often left with legal and financial headaches. Here are "5 Estate Planning Mistakes You Don’t Want to Make" and actions you can take, now, to avoid them... 16 Jun

5 Estate Planning Mistakes You Don’t Want to Make

This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases. 12 Jun

Estate Administration: Practical First Steps for Executors

Handling digital assets during probate in Ontario presents a unique legal challenge. This guide outlines the legal and practical steps for executors to manage a modern digital estate. 11 Jun

Handling Digital Assets & Accounts During Ontario Probate

Estate planning law in Canada doesn't change in big, obvious packages. Instead, the rules that control your estate's tax outcome shift one provision at a time... Miss any one of them and your estate plan is optimizing against rules that no longer apply. 04 Jun

What Changed in Canadian Estate Planning Law for 2026?

Find out how to shield your family from financial shock. Review the Canada Estate Tax Rules 2026 carefully to maximize family wealth preservation. 04 Jun

Canada Estate Tax Rules 2026: Exemptions & Key Strategies

Just received a large inheritance in Canada? Avoid the emotional decisions that turn a windfall into a cautionary tale, with this "7-Step Money Plan Before You Touch a Dollar (2026)" 03 Jun

Before You Spend Your Inheritance: 7-Step Plan for Canadians

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties. 25 May

Caregiving Crisis at Work: Millions of Canadians Struggling

This guide explains who can be a beneficiary, the different types, the rights you hold as a beneficiary in Ontario, and the rules that decide what happens when something goes wrong. 21 May

The Rights You Hold as a Beneficiary in Ontario

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides. 21 May

Ontario Guide to Discretionary Trusts and Beneficiary Rights

Scott Foley plays a widowed father of three in "It's Not Like That" on Amazon Prime Video— It is a fictional story, but the legal and financial situation it depicts affects hundreds of thousands of Canadian families every year... 20 May

4 Estate Planning Steps Every Canadian Parent Must Take

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident? 12 May

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers