By ensuring that your intentions are documented, accounting for all family members, and keeping the will simple, you can help your loved ones avoid legal battles and ensure your estate is handled smoothly.   12 Jun

Valuable Lessons in Clarity & Intent from Canadian Celebrity Estates

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

When a Will contains vague, contradictory, or incomplete instructions, it doesn’t just create paperwork headaches— it can ignite family disputes that last for years. 11 Jun

What Really Happens When Wills Aren’t Clear?

Case Study: Limits of Family Law Claims Against an Estate 09 Jun

Case Study: Limits of Family Law Claims Against an Estate

Successful family business succession requires balancing emotional and rational considerations, family harmony and business performance, tradition and innovation. It demands honest self-assessment, difficult conversations, and sometimes painful decisions. 06 Jun

Mastering Family Business Succession Planning

This case is a testament to how even well-intentioned actions, when shrouded in ambiguity, can ignite protracted legal battles, leaving emotional scars and financial burdens on grieving families. 06 Jun

A Family Divided: Vancouver Condo at Centre of Estate Dispute

Can You Avoid Impending Capital Gain on Your Family Cottage? 05 Jun

Can You Avoid Impending Capital Gain on Your Family Cottage?

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

In estate planning, digital accounts such as PayPal, Venmo, and Apple Pay must be considered every bit as much as bank and retirement accounts. Digital accounts can be conveniently closed upon the account holder’s death, provided they plan ahead. 03 Jun

What Happens to Your Virtual Wallets if You Don’t Plan Ahead?

When it comes to succession, psychological factors such as motivation and relationship dynamics are just as important as understanding the business operations and budget, experts say. 03 Jun

Succession Planning: How to Avoid the Drama

In Canada, if you want your pet to be cared for when you’re no longer around, you need to include them in your estate plan. Here are five ways to include your pet in your estate plan... 03 Jun

Tips for Canadians: Estate Planning with Your Pets in Mind

Often called executors, personal representatives shoulder the responsibility of managing and distributing a decedent’s estate. Their role is critical, but compensation for this work is frequently misunderstood. 01 Jun

How are Executors (Personal Representatives) Compensated?