Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

Learn why fiduciary access to digital assets matters and how a new Alberta Act would help facilitate access... 07 Aug

Alberta Law Reform: Fiduciary Access to Digital Assets

Being a guardian comes with a significant amount of responsibility. The purpose of this blog post is to outline the guardianship process and to answer frequently asked questions on the subject of guardianship... 07 Dec

Guardianship: Responsibilities and Frequently Asked Questions

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

High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep

Estate Executor “Self-Dealing” Assets: Conflict of Interest

While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug

Basic Guide to The Probate Court Process in Ontario

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

If Hendrix had even done a simple will that properly spelled out his wishes, a large amount of the litigation would have been avoided and it would have ensured that his wishes were followed. 18 Jan

The Estate of Jimi Hendrix: Decades of Drama & Costly Litigation

Daughters of late Hollywood legend Paul Newman filed a lawsuit against the Newman's Own Foundation (NOF), claiming their father's legacy is "under assault" by the "very organization he founded in an effort to preserve and expand that legacy." 23 Aug

Paul Newman’s Daughters Claim Father’s Legacy is ‘Under Assault’

When Caretakers Empty the Coffers: A Look at Guardianship Fraud 13 Apr

When Caretakers Empty the Coffers: A Look at Guardianship Fraud

Executors are often surprised by how long their newly accepted “job” will be. Beneficiaries are equally surprised to hear how long it might take before they start seeing estate funds come their way. How long does it take to administer an estate? 03 Aug

How Long Should it Take to Administer an Estate?

You must evaluate your reasoning if you disagree with an estate executor in Ontario. Personal disputes do not qualify for legal intervention and should be solved through communication instead. 02 Jul

What If I Disagree With an Estate Executor in Ontario?