Some events in life have unexpected effects... Inheriting a large sum of money can be like that. It sounds good, but it is often riddled with conflicting emotions and unexpected challenges. 04 Nov

The Unexpected Effects of Sudden Inherited Wealth

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Although television and movies are entertaining with their conflicts and cliffhangers, your estate plan should not be as entertaining. 28 Oct

Probate & Trust Administration: Dramatic Misconceptions

Being an Estate Executor: Frequently Asked Questions 28 Oct

Being an Estate Executor: Frequently Asked Questions

Avoid Estate Administration Surprises. Performing a title search on your property as part of your estate plan could save your heirs both money and hassle.  26 Oct

Avoid Estate Administration Surprises: Perform a Title Search

The digital age has ushered in a paradigm shift in estate planning and administration... This article will delve deeper into the complexities of digital asset succession in Ontario, discussing the challenges faced, potential solutions, and the evolving legal landscape. 25 Oct

The Evolving Landscape of Digital Asset Succession

Inheritance disputes are as old as time, but in recent years, there’s been an increase in families embroiled in legal arguments. Here are the various stances on inheritance disputes, 2024 statistics, and the demographics of those discussing the topic online.  18 Oct

Inheritance Dispute Statistics: 2024 Rising Trends

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to their children. But what happens to your estate plan if you remarry? And what if you have children from a prior marriage? 10 Oct

Remarriage: a New Family Calls for a New Estate Plan

You’ve worked too hard to let the division of your business assets become a source of pain and conflict for your family. Don’t wait until it’s too late to create a plan that protects your family’s unity and your business’s future. 03 Oct

Don’t Let Your Business Tear Your Family Apart

5 Mistakes to Avoid When Naming a Guardian for Your Children 02 Oct

5 Mistakes to Avoid When Naming a Guardian for Your Children

Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners