What rights do the beneficiaries of a will get and what does it mean for others involved in the administration of the estate? Find out what you need to know, as the executor of an estate... 21 Mar

Executors: What Do Beneficiaries Have a Legal Right to Ask of You?

A common misconception about donor advised funds is that they are trusts, charitable purpose trusts. At times, lawyers, especially those with expertise in trusts and estates, struggle with this distinction, as do donors. 13 Mar

Donor Advised Funds vs. Charitable Purpose Trusts

In Canada, inheritance laws are primarily governed by the provincial and territorial laws rather than a single federal law, as inheritance matters are under provincial jurisdiction. However, certain general principles apply across the country... 12 Mar

Inheritance Laws in Canada: Understanding Provincial Jurisdiction

While contemplating the possibility of incapacity can be uncomfortable, preparing for it with Powers of Attorney and Living Wills is a crucial aspect of responsible planning. By taking these steps, you can ensure your wishes are respected during challenging times. 11 Mar

Planning for Incapacity: Powers of Attorney & Living Wills

It’s important to understand the distinctions between clutter, collecting, and hoarding, especially when caring for someone whose living space is becoming problematic. Educate yourself and prioritize safety... 05 Mar

Understanding Clutter, Collections, and Hoarding: A Caregiver’s Guide

Whether you’re an executor tasked with administering a loved one’s estate or a family member seeking to understand what lies ahead, this comprehensive guide will walk you through every step... 25 Feb

Complete Guide to Estate Settlement in Canada

Whether you are a nursing home resident, a family member, or a supportive friend, this guide gives you the tools you need to identify and then resolve the problems that residents most frequently face. 24 Feb

25 Common Nursing Home Problems and How to Resolve Them

If you plan to leave a highly valued collection to family members or other heirs, advanced tax planning is strongly recommended. These six steps will help you get started... 19 Feb

Avoid a Fire Sale: Don’t Let Taxes Catch Your Heirs by Surprise!

Canadian Inheritance Tax on Property: What You Should Know | Property Pitfalls | Real Estate | Capital Gains Tax | Estates Gone Wrong 16 Feb

Canadian Inheritance Tax on Property: What You Should Know

Comprehensive estate planning can help you achieve your future financial goals, and your executor will thank you. Hello, I’m Leanne Kaufman, and welcome to RBC Wealth Management Canada’s Matters Beyond Wealth podcast... 11 Feb

Matters Beyond Wealth Podcast: Estate & Legacy Planning are Vital

Beneficiaries of an estate often want to know how long they should expect to wait to receive their share of the estate. Unfortunately, there is no simple answer to this question, as the timeline can vary considerably depending on the specific circumstances of the estate. 04 Feb

How Long Does an Executor Have to Distribute Funds to Beneficiaries?

Understanding your rights to transparency, fair distribution, and legal recourse can help protect your inheritance and hold executors accountable. If you suspect wrongdoing or mismanagement, seeking legal guidance is the best course of action. 03 Feb

Estate Beneficiary in Canada: Understanding Your Legal Rights