Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada... 21 Jun

How To Set Up a Family Trust in Canada: 2026 Action Plan

Before you set up a living trust, make sure you’re positive that it’s the right tool for your particular situation. Learn more in this step-by-step guide to setting up a living trust in Canada… 18 Jun

How Do I Set Up a Living (Inter Vivos) Trust in Canada?

This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases. 12 Jun

Estate Administration: Practical First Steps for Executors

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell.  30 May

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May

Estate Planning Documents Checklist: State-by-State

Only 6 US states currently impose an inheritance tax: Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. This "State Inheritance Tax Guide 2026" provides rate tables and answers to frequently asked questions. 01 May

Which US States Still Impose an Inheritance Tax in 2026?

If you think the executor or administrator of a decedent’s estate is mismanaging the assets within it, it’s easy to feel powerless. However, when you know what steps to take, you may be able to hold the executor accountable while preventing further loss. 22 Apr

Executor Mismanaging Estate: What Beneficiaries Should Do

Every inherited commercial property with tenants comes with lease obligations that transfer with the building, not with the person. The estate steps into the landlord role immediately. 21 Apr

Inherited Commercial Property with Tenants: Guide for Heirs & Executors

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. Take the time to meet with a tax and estate planning professional to ensure your gift and estate plans are well thought out and properly implemented. 17 Apr

Lifetime Gifting Strategies: Ways to Give Assets Tax-Free

Have you considered how your treasured collectibles can support your lifestyle and enrich your legacy? Treating these assets as an active part of your planning opens new doors for flexibility, peace of mind, and meaningful generational transitions. 14 Apr

Integrating Collectibles into Lifestyle and Legacy Planning

Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr

Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

State inheritance laws vary more than you might expect — learn how they affect spousal rights, what happens without a will, and which states impose inheritance taxes. 04 Apr

Inheritance Laws Vary By State: Understanding Your Rights