When we are young and vulnerable, our parents protect and care for our every need. As time moves on, we grow up, our parents age, and along the way, we fail to think there could ever be a day that they would be the ones that need looking after. 26 Jan

Managing the Costs of Caring for Aging Parents in Canada

When a beneficiary refuses to cooperate during estate administration, it can delay the entire process and create significant problems for everyone involved. 22 Jan

Uncooperative Beneficiaries: Impact on Estate Administration

While informal verbal agreements may seem convenient and cost-effective at the time they are made, they all-too-frequently lead to disputes down the road. 21 Jan

Informal Verbal Agreements Frequently Lead to Estate Disputes

This article breaks down the current LTC crisis, what the waitlists look like across Canada, and how seniors can stay protected at home during what may be a long and uncertain wait. 20 Jan

Canada’s Long-Term Care (LTC) Waitlist Crisis

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan

Generational Transition Will Shape The Canadian Economy

Selling or transferring an inherited cottage in Canada often triggers capital gains tax, even though Canada does not have an inheritance tax. If you are administering an estate or planning a future transfer, early tax clarity can prevent costly mistakes later. 12 Jan

Selling or Transferring an Inherited Cottage in Canada

If you are considering when —or if— you can challenge a will in Ontario, it is important to understand that not every disagreement leads to a successful claim. Ontario courts respect testamentary freedom... 10 Jan

When Can You Challenge a Will in Ontario?

This article explains the legal framework for inheritances for minors in Ontario. It covers management options, practical considerations, and key steps for protecting a minor beneficiary's interests... 08 Jan

Understanding & Managing Inheritance for Minors in Ontario

The penalty for stealing from an estate in Canada can include criminal charges for theft, fraud, or breach of trust, with consequences such as fines, restitution, and imprisonment under the Criminal Code.  22 Dec

The Penalty for Stealing from an Estate in Canada

When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Strained relationships can make estate planning much more difficult , but that doesn’t mean you can’t have your final wishes met. 20 Dec

Awkward Family Dynamics: In-Law Conflict & Your Estate

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made... 04 Dec

Transferring the Family Home: Considerations for Canadians