In Canada, if you want your pet to be cared for when you’re no longer around, you need to include them in your estate plan. Here are five ways to include your pet in your estate plan... 03 Jun

Tips for Canadians: Estate Planning with Your Pets in Mind

Often called executors, personal representatives shoulder the responsibility of managing and distributing a decedent’s estate. Their role is critical, but compensation for this work is frequently misunderstood. 01 Jun

How are Executors (Personal Representatives) Compensated?

In estate planning, the "right of survivorship" refers to a legal principle that, in joint ownership arrangements, the surviving owner(s) automatically inherit the deceased owner's share of the property or asset without it going through the probate process. This is a key feature of joint tenancy, which allows for a smoother and faster transfer of ownership upon death.  27 May

Definitions: Understanding the “Right of Survivorship”

Executor Not Communicating with Beneficiaries: What to Do 25 May

Executor Not Communicating with Beneficiaries: What to Do

Fiduciary Duty: Definition & Different Types Explained 25 May

Fiduciary Duty: Definition & Different Types Explained

Frequently Asked Questions: What is "Right of Survivorship"? 22 May

Frequently Asked Questions: What is “Right of Survivorship”?

Post-mortem estate planning refers to legal and tax strategies that can be implemented after a person’s death, aimed at minimizing total tax obligations, avoiding double or even triple taxation, and ensuring a smooth, effective transfer of wealth to beneficiaries. 21 May

Post-mortem Estate Planning: Legal & Tax Strategies

Even well-intentioned executors can make mistakes that lead to delays, legal issues, or personal liability. Here is a list common pitfalls in estate administration with tips on how to avoid them. By being aware of these, you can proactively take steps to stay on track and out of trouble. 21 May

Common Estate Administration Pitfalls & How to Avoid Them

As you navigate your necessary estate planning decisions, here are a few crucial mistakes plenty of people make, but that you'll want to avoid. 15 May

Safeguard Your Legacy: Don’t Make These Costly Mistakes!

Be prepared to be vulnerable. Start by acknowledging it's a challenging topic and ensure everyone is comfortable and open to the discussion. 07 May

How to Discuss Long-Term Care Planning with Your Family

14 Unexpected Ways a Surprise Inheritance Can Complicate Your Life | Here's how to prepare yourself financially if you get an unexpected inheritance so you avoid costly missteps... 20 Apr

Surprise! An Inheritance Can Complicate Your Life

When a beneficiary cannot be located during the probate process, executors have a legal duty to make reasonable efforts to find them. This guide outlines the steps executors should take to fulfill their obligations... 16 Apr

What Should Executors Do If They Can’t Locate a Beneficiary?