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

Everything You Need To Know About Probate in Canada | While it’s not you who handles probate—rather, it’s your executor who handles it after you pass away—it’s important to understand why having a will makes probate easier. 17 Jan

Everything You Need To Know About Probate in Canada

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

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

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov

How to Search for Unclaimed Inheritance: Canada

Sibling Rivalry Lands Mother’s Estate in Court | A Cautionary Tale | Family Disputes | Court Battles | Estates Gone Wrong 28 Nov

Sibling Rivalry Lands Mother’s Estate in Court

4 Expert Insights on Avoiding Estate Planning Pitfalls for 2025 17 Nov

Expert Insights: Avoiding Estate Planning Pitfalls for 2025

Dive a little deeper into the most common questions that people are asking online about estates, probate, and the role of the executor... RBC's "Matters Beyond Wealth" podcast : Episode 54 12 Nov

Frequently Asked Questions About Being an Executor in Canada

Being an Estate Executor: Frequently Asked Questions 28 Oct

Being an Estate Executor: Frequently Asked Questions

Court Ordered Sale of Estate Lands Ends 30-Year Dispute Among Heirs | Property Pitfalls | Real Estate | Family Disputes | Estates Gone Wrong 03 Oct

Court Ordered Sale of Estate Lands Ends 30-Year Dispute Among Heirs