Your Living Will: a Crucial Component of a Complete Estate Plan 28 May

Living Will: a Crucial Component of a Complete Estate Plan

Life Insurance can be used as an extremely useful estate-planning tool that can go far beyond keeping your family financially secure. It can help maximize your estate’s value and ensure that your will is distributed fairly, all while funding your estate’s tax liabilities. 15 May

Estate Preservation Strategies: The Tax Benefits of Life Insurance

As a small business owner or entrepreneur, you have invested time, energy, and resources into building a successful business. But have you considered how your business fits into your broader estate plan? 07 May

Estate Planning for Business Owners: A Step-by-Step Guide

People often believe that they can litigate a wills and estate matter in a “risk-free” manner because the estate will bear the legal costs of the disputants. That is generally not true... 06 May

The Legal Costs of Estate Litigation: Know The Risks!

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May

Passing Down Your Business to The Next Generation

Your Family Pet Deserves a Well Thought Out Transition Plan | Curated Content | Common Mistakes | Estates Gone Wrong 15 Apr

Your Family Pet Deserves a Well Thought Out Transition Plan

From the perspective of beneficiaries, interim distributions represent a lifeline of financial empowerment. This in-depth guide covers what they encompass, when they should be contemplated, and the profound significance they hold. 12 Apr

Timely Access to Inheritance: Demystifying “Interim Distributions”

Removing an Estate Trustee: How Bad is Bad Enough? | Family Disputes | Court Rulings | Ontario | Estates Gone Wrong 10 Apr

Removing an Estate Trustee: How Bad is Bad Enough?

Family Business Succession Planning: A Canadian Guide 05 Apr

Family Business Succession Planning: A Canadian Guide

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr

The Great Wealth Transfer: How Prepared are Canadians?

Top 8 Risks: The Dangers of Improper Estate Planning | Common Mistakes | Cautionary Tales | Inheritance Horror Stories | Estates Gone Wrong 19 Mar

Top 8 Risks: The Dangers of Improper Estate Planning

In the intricate process of estate planning and will preparation, the expertise of an accountant is invaluable. The collaboration between your solicitor and accountant ensures a seamless integration of legal and financial expertise. 17 Mar

The Critical Role of Accountants in Estate Planning