If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan. It's also wise to select backups in case your primary selections are unavailable. 16 Aug

Designations: Key Roles to Include in Your Estate Plan

How to Build an Exceptional Estate Plan 10 Aug

Resources: How to Build an Exceptional Estate Plan

Executor —the deceased's son— transferred estate properties to himself and his brother without fair market value compensation. His conduct was deemed a significant conflict of interest: favouring certain beneficiaries over others. 06 Aug

Court Removes Deceased’s Son as Estate Executor for “Self-Dealing”

Administering an estate after someone passes away can be a daunting task, filled with legal complexities and emotional challenges. This Ultimate List aims to provide a comprehensive guide to navigating this process effectively. 16 Jul

What You Need to Know About Administering an Estate: Australia

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

Addressing Common Communication Challenges in Estate Planning 10 Jun

Addressing Common Communication Challenges in Estate Planning

What Is an Executor? Duties and Role in Estate Planning | An executor is the individual who carries out one's last will, ensuring that the stipulations and wishes of the deceased are carried out properly. 30 May

What Is an Executor? Duties and Role in Estate Planning

Securing the future of a child demands careful planning and thoughtful consideration, especially if they have developmental disabilities that require them to receive lifelong support from loved ones. 26 Apr

Estate Planning for Child with Special Needs: Mistakes to Avoid!

From the perspective of beneficiaries, interim distributions represent a lifeline of financial empowerment. This in-depth guide covers what they encompass, when they should be contemplated, and the profound significance they hold. 12 Apr

Timely Access to Inheritance: Demystifying “Interim Distributions”

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!

People think a will is an estate plan. But it is not. It is a document as part of an estate plan. A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. 04 Dec

If I Have a Legal Will, Do I Still Need an Estate Plan?