Effective succession planning for family business isn't just about paperwork; it's about securing your future and your family's peace of mind. In this guide, you'll learn how to protect your legacy and minimize tax liabilities when transitioning your company under current regulations... 02 Jul

Guide to Family Business Succession Planning for Canadians

Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada... 21 Jun

How To Set Up a Family Trust in Canada: 2026 Action Plan

An estate freeze is a highly effective tax strategy that allows business owners to lock in the current value of their company shares. By doing this, you generally freeze your future capital gains tax bill at today’s amount, while safely passing all future business growth to your children tax-free. 21 Jun

Estate Freeze: Passing Your Ontario Business to the Next Generation

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

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr

Six Ways to Help Minimize Taxes on Your Estate in Canada

Whether you own a cottage, a family home, or any other high-value asset, working with an experienced estate lawyer to craft clear, specific, and regularly updated instructions is not just good practice — it is essential. 22 Mar

Why Cottage Estates Are a Breeding Ground for Family Conflict

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

In estate planning, people often seek strategies to safeguard their wealth. One such approach is the “Estate Freeze”. This strategy effectively locks in the current value of an estate, minimizes tax implications, and ensures a seamless transfer of assets. 28 Jan

Strategies to Safeguard Wealth: “Estate Freeze” Explained

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

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

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors.  02 Dec

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons