Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar

Relying Solely on a Will? It Could Be a Costly Mistake!

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. 20 Nov

Things to Know Before Filing a Loved One’s Final Tax Return

Abusive Guardianships: Prevention & Taking Action 19 Sep

Abusive Guardianships: Prevention & Taking Action

If you have kids, you need to name a guardian for them when making your will. Consider these steps to help you make this important decision. 25 Jul

5 Steps to Choosing a Guardian for Your Children

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Do your loved ones know your wishes should you become incapacitated? Making decisions without clear directions from you can be extremely difficult. Every Canadian adult should have a living will... 22 Mar

Advance Directives: What Should be Included in Your Living Will?

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Balancing fairness with religious and cultural customs in estates— The law requires equality between men and women. Following tradition may not stand up in court... 09 Mar

Balancing Cultural Tradition and Estate Law in BC

If you don’t select an executor or trustee for your estate, or if the person you named refuses to act in that role, then someone may apply to the court to be appointed as an administrator of your estate. 20 Jan

British Columbia: What Happens If You Don’t Appoint an Executor?

Here are nine things to do – and not do – when selecting guardians for a minor child or children. 04 Jan

Choosing a Guardian for a Minor Child: 9 Important Considerations

By approaching estate planning with openness and involving your family in the conversation, you create a legacy of love, respect, and financial security that extends beyond your lifetime. 20 Jun

What & When Should You Tell Your Children About Their Inheritance?

Executors have a duty to notify beneficiaries of their entitlement under an estate, but what happens if a beneficiary can’t be easily identified or found? 14 Mar

Missing Beneficiaries: What Executors Need to Know