If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”

It is generally unreasonable to expect an executor to work for free, or for less than the standard rate, given the considerable amount of work involved. For potential executors, clarity about compensation helps them make informed decisions about accepting the role. 04 Nov

Is it Reasonable for an Executor to Expect Compensation?

Several legitimate strategies exist for minimizing or avoiding capital gains tax on inherited property in Canada. Understanding these options helps preserve family wealth across generations. 29 Oct

Can You Avoid Capital Gains Tax on Inherited Property in Canada?

Whether driven by retirement, a desire for simplicity, or changing health needs, the act of downsizing is a profound life event. It requires a conscious and often difficult act of letting go, confronting the unspoken weight of what we choose to leave behind. 27 Oct

Downsizing Guide: Mastering The Difficult Act of Letting Go

When someone dies owing more money than their estate contains, the situation becomes an insolvent estate. Understanding the laws governing insolvent estates is crucial for anyone appointed as an estate trustee. 23 Oct

Complete Guide to Understanding Insolvent Estates in Ontario

Homemade wills can create confusion, delay and heartbreak for the very people you’re trying to protect. A will is one of the most important legal documents a person will ever sign. Spending an hour with an estate lawyer is not a luxury — it’s a safeguard against the horrors of homemade wills. 21 Oct

Cautionary Tales of DIY Gone Awry: The Horrors of Homemade Wills

To determine whether the photocopy could be admitted, the Ontario Superior Court of Justice applied the "four-part legal test for admitting a lost will" and found that all four criteria were satisfied... 20 Oct

Ontario Court Ruling: Photocopy of Lost Will Deemed Admissible

A successful dependant support application requires clear, detailed and credible evidence. This article explores these requirements, highlighting key principles from recent case law. 15 Oct

Burden of Proof: Building a Strong Dependant Support Claim

This guide, by Ontario Wealth Strategy Experts, covers several strategies that can help manage potential tax exposure. Learn how Ontario's tax-on-death rules fit into your planning, and what steps you can take now to make sure your heirs keep more of what you've built. 15 Oct

Strategies for Managing Potential Tax Exposure in Ontario

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct

The Time to Discuss The Future of The Family Farm is Now!

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 09 Oct

Tax-Smart Inheritance Strategies for Canadians

Few legal disputes are as personal and emotional as challenging a will. Whether you are considering contesting a will or defending against a challenge, you should know what to expect... 08 Oct

Contesting a Will in Ontario: How it Works & What to Expect