Failing to include cryptocurrency in your estate plan can create serious problems. This article explains how cryptocurrency fits into an estate plan, what tools are available, and how to protect your digital assets for the people you care about. 04 Feb

Why Cryptocurrency Estate Planning Is No Longer Optional

Settling a loved one's digital life requires understanding legal roles and provider policies. Every company follows its own specific rules and privacy policies. Learn the process for managing digital accounts and how planning can simplify it. 31 Jan

The Legal Steps Involved in Settling a Loved One’s Digital Life

Older adults are a common target of scammers looking to obtain money or personal information. Here's how to protect yourself and your parents from falling victim to malicious health care scams. 30 Jan

How to Protect Older Adults from Online Scams

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”

Without a plan, families often face roadblocks. Passwords are lost, accounts are locked, and privacy policies can make recovery difficult or impossible. A formal approach to protecting digital assets ensures that your legacy is preserved and your wishes respected. 21 Nov

Digital Asset Management: How to Safeguard Your Online Legacy

As digital wealth continues to grow, these assets will increasingly appear in estate files. Understanding how to value and administer them will be essential. Markets change, assumptions fail, and good planning remains the best defence. 30 Oct

Valuing Digital Assets: Lessons from the World of Online Gaming

Digital assets pose unique challenges for Ontario estate planning, particularly when they are stored or governed outside the province. Conflicting laws, restrictive terms of service, and international privacy regulations can complicate access and delay administration. 25 Sep

Digital Assets: Unique Challenges & Jurisdictional Conflicts

Moving to a new state is a significant life event that requires reviewing and likely updating your estate plan, as state laws and tax implications can differ. 04 Sep

Moving to a New State? Review & Update Your Estate Plan!

As the development of AI technology accelerates... Experts in estate planning say being proactive with clients about their wishes and how they want their legacy handled can help prevent the creation of unwanted posthumous AI facsimiles. 04 Aug

Posthumous AI Avatars: Estate Planning Needs to Adapt

Accessing a deceased loved one's digital accounts is a complex issue, often resulting in legal battles and emotional distress for families. Advocates continue to push for clearer policies and legal frameworks to address the challenges of digital inheritance... 22 Jul

Accessing a Deceased Loved One’s Digital Accounts

Legal Considerations & Access Rights for Digital Assets During Probate 15 Jul

Access Rights for Digital Assets During Probate: Canada

It's important to carefully consider who you appoint as your digital executor and to provide them with the necessary information to carry out their responsibilities. You may also want to provide instructions on how to handle your digital assets, such as which accounts should be closed, which information should be shared, and how digital property should be distributed.  05 Jun

Estate Planning Designations: What is a “Digital Executor”?