Wondering what Estate Planning involves for Canadians? This guide covers what estate planning involves in Canada, the key documents you'll need, how taxes and probate work, and how to get started. 12 Feb

What Does Estate Planning Involve For Canadians?

New laws enacted in 2025 may have a big impact on how much Social Security beneficiaries pay in taxes this season. Here’s what to think about when reporting that extra income to the IRS... 11 Feb

Increased Social Security Benefits & The Impact on Your Taxes

Settling a loved one's digital life requires understanding legal roles and provider policies. Every company follows its own specific rules and privacy policies. Learn the process for managing digital accounts and how planning can simplify it. 31 Jan

The Legal Steps Involved in Settling a Loved One’s Digital Life

This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan

Estate Tax Planning Considerations for Canadians with U.S. Assets

Learn more about the process of claiming class action settlements for a deceased person's estate, including qualification, documentation, and distribution among heirs. 24 Jan

Claiming Class Action Settlement Funds on Behalf of Deceased

Selling or transferring an inherited cottage in Canada often triggers capital gains tax, even though Canada does not have an inheritance tax. If you are administering an estate or planning a future transfer, early tax clarity can prevent costly mistakes later. 12 Jan

Selling or Transferring an Inherited Cottage in Canada

This guide walks you through the entire probate application process—from determining whether you need probate at all, to submitting your application, to receiving your grant. 19 Dec

Step-by-Step Guide: How to Apply for Probate in the UK

This guide — brought to you by Memorial Merits — is written for military families who need straight answers, compassionate clarity, and the truth about what happens when service ends in sacrifice. 13 Dec

Military Family Survivor Benefits: Legal Protections for Beneficiaries

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

Elder financial abuse can take many forms. According to the "Safe & Savvy" guide —developed to help vulnerable adults, in Australia, avoid scams and fraud— here are 10 of the most common types of financial abuse... 08 Dec

10 Most Common Types of Elder Financial Abuse: Australia

Without proper instructions, your carefully curated treasures can be: misvalued, sold for pennies, fought over, mishandled, lost, forgotten, or even thrown away. 30 Nov

Estate Planning for Collectors: Protect Your Carefully Curated Legacy

Being an executor doesn’t end when you hand out the last inheritance check. Your legal liability stretches far beyond the day you think you’re done, and the mistakes that trigger lawsuits aren’t always obvious when you’re making them. 28 Nov

Executor Personal Liability: Mistakes That Trigger Lawsuits