Dying Saskatchewan Farmer’s Will Goes Down in History | Curated Content | Strange Bequests | Estates Gone Wrong 09 Jan

Strangest Wills Ever: Daily Roses, Millionaire Pets, and More

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

In the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. 02 Jan

Professional Designations in Financial Services: Roles & Definitions

Family Giving: From Personal Tragedy to Family Legacy | Charitable Bequests | Philanthropy | Estates Gone Wrong 22 Dec

Family Giving: From Personal Tragedy to Family Legacy

Will your family inherit your outstanding debts? Who’s responsible for paying them off? Can creditors pursue your beneficiaries for payment? 25 Oct

Don’t Leave Your Family Battling Debt Collectors

The Lost Inheritance: A Cautionary Tale for Executors | Curated Content | Unclaimed Inheritance | Estates Gone Wrong 24 Oct

The Lost Inheritance: A Cautionary Tale for Executors

Demystifying Estate Planning: Key Definitions You Need to Know | It’s easy to feel overwhelmed by legal jargon and complex terminology. Understanding these essential terms can transform the way you approach your legacy and financial future. 05 Sep

Demystifying Estate Planning: Key Definitions You Need to Know

Money left to Heart and Stroke Foundation in Will Allegedly Misappropriated | Curated Content | Charitable Bequests | Estates Gone Wrong 31 Aug

Alleged Misappropriation of Substantial Charitable Bequest

How to Plan for Incapacity & Guardianship: Canada 18 Aug

How to Plan for Incapacity & Guardianship: Canada

Too many parents take comfort in the misconception that where both parents become incapacitated or die, another family member will automatically take over caring for their children. The reality is, the rights and responsibilities of guardianship do not simply pass to a surviving family member. 10 Jul

Testamentary Guardianship: Safeguarding Your Child’s Future

The potential artificial intelligence has to automate tasks and reduce costs will revolutionize the way we approach estate planning, making it more efficient and accessible. However, you can’t fully trust an AI bot with your estate plan and here’s why. 23 May

AI in Estate Planning: What Every Canadian Needs to Know

Just because the law allows for a testator to hand-write their own will does not make it a good idea, as a recent court decision shows. Even a harmonious family is likely to end up in court, seeking confirmation that the handwritten document was indeed a valid Holograph Will.  30 Mar

Handwritten Will Declared Invalid by Ontario Judge