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

Professional Designations in Financial Services: Roles & Definitions

Demystifying Estate Planning: Key Definitions You Need to Know | It’s easy to feel overwhelmed by legal jargon and complex terminology. Understanding these essential terms can transform the way you approach your legacy and financial future. 05 Sep

Demystifying Estate Planning: Key Definitions You Need to Know

In the legal world, “testamentary intentions” refer to a person’s wishes for the administration of their estate and distribution of their assets after death. 30 Aug

Testamentary Intention: The Interpretation of Wills

A will in terrorem clause, also known as a "No-Contest" clause, is a legal provision that can be included in a will to discourage beneficiaries from challenging its validity. This clause disinherits any beneficiary who contests the will, which means they will not receive any inheritance. 10 May

What is an “In Terrorem Clause” and How Does it Work?

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

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Do your loved ones know your wishes should you become incapacitated? Making decisions without clear directions from you can be extremely difficult. Every Canadian adult should have a living will... 22 Mar

Advance Directives: What Should be Included in Your Living Will?

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

If you don’t select an executor or trustee for your estate, or if the person you named refuses to act in that role, then someone may apply to the court to be appointed as an administrator of your estate. 20 Jan

British Columbia: What Happens If You Don’t Appoint an Executor?

An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan

Inter Vivos Gifts: What Are They? How Do They Work?

This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. 16 Nov

Estate Planning 101: A Terminology Guide

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