In the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. 02 Jan

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Demystifying Estate Planning: Key Definitions You Need to Know

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor

A trust is a legal agreement between the person creating the trust, known as the settlor, and a trustee. The trustee is responsible for managing the trust's assets and distributing them according to the settlor's wishes. 14 Feb

Understanding Trusts: Estate Planning in Ontario

Glossary: Wills, Trusts, & Estate Planning | Plain-English definitions of common terms used in estate planning and probate 04 Jan

Common Terms Used in Estate Planning and Probate

Probate Terminology: Defining Commonly Used Legal Terms 23 Apr

Probate Terminology: Defining Commonly Used Legal Terms