Executor negligence can cause trouble among beneficiaries, leading to bad sentiment and possible legal disputes. Find out what happens if an executor fails to complete estate administration duties in BC... 30 Jan

Estate Administration Duties: The Cost of Executor Negligence in BC

This comprehensive guide explores probate requirements across Canada’s provinces and territories, highlighting the steps involved, costs, and unique regional considerations. 29 Jan

Probate Requirements Across Different Canadian Provinces

Estate planning is more than a legal formality—it’s a vital process to safeguard your legacy and shield your loved ones from unexpected challenges. Even with the best intentions, without the right strategies and support, things can go off track. 28 Jan

Webinar: The Importance of Comprehensive Estate Planning

When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

This guide explores how to manage and distribute valuable collections during estate settlement, including legal considerations, valuation techniques, and strategies for avoiding conflicts. 09 Jan

Valuable Collections During Estate Settlement: Handle with Care

06 Jan

Create a More Effective Estate Plan: Tips & Best Practices

Estate planning is more than just drafting legal documents—it’s about preparing your loved ones for the future. The alternative—keeping plans under wraps—can leave loved ones unprepared... 01 Jan

How Transparency Prevents Conflict in Estate Planning

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both

There’s no escaping taxes when settling an Estate. An executor/trustee is responsible for filing tax returns for both the deceased and the Estate itself. Here is a preliminary list of tax activities to consider throughout the settlement process... 04 Dec

Estate Settlement and Taxes: What You Need to Know

Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov

Guide to Completing a Survivorship Application in Ontario

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct

Why Estate Planning is More Challenging for Blended Families

When it comes to estate planning, the saying “learn from the mistakes of others” couldn’t be more true. Here are some real-world estate planning horror stories that highlight "what not to do"... 18 Oct

Lessons From Real-World Estate Planning Horror Stories