This guide, by Ontario Wealth Strategy Experts, covers several strategies that can help manage potential tax exposure. Learn how Ontario's tax-on-death rules fit into your planning, and what steps you can take now to make sure your heirs keep more of what you've built. 15 Oct

Strategies for Managing Potential Tax Exposure in Ontario

Diane Keaton showed how a full life can include both art and assets. Her role as a single mother, her love of architecture, and her varied creative work remind us that a plan is not only about taxes. It is about clarity, privacy, and care for the people and projects you love. 13 Oct

What Single Parents Can Learn from Diane Keaton’s Estate

Relocating to a new province or country can have significant legal implications for your estate plan. This article explores when and why you may need to update your will after a move, along with key considerations for cross-jurisdictional estate planning. 26 Sep

Can Moving Affect the Validity & Effectiveness of Your Will?

Digital assets pose unique challenges for Ontario estate planning, particularly when they are stored or governed outside the province. Conflicting laws, restrictive terms of service, and international privacy regulations can complicate access and delay administration. 25 Sep

Digital Assets: Unique Challenges & Jurisdictional Conflicts

Navigating international probate involves complex laws, tax issues, and cross-border estate challenges. Here is what families and heirs need to know... 23 Sep

Frequently Asked Questions About International Probate

An area of law rooted in fairness and equity, Proprietary Estoppel prevents a person from going back on a clear promise they made about a property if another person has relied on that promise to their own detriment. 18 Sep

Promised Inheritance: Understanding “Proprietary Estoppel”

As an executor, it is important to be aware that simply being in a position where your interests appear to conflict with those of the beneficiaries may be enough for a court to remove you as an executor. 08 Sep

Examples of Executor-Beneficiary Conflict of Interest

Moving to a new state is a significant life event that requires reviewing and likely updating your estate plan, as state laws and tax implications can differ. 04 Sep

Moving to a New State? Review & Update Your Estate Plan!

02 Sep

Siblings Inheritance Laws: Intestacy Rules and Property Rights

A critical part of advance care planning is choosing someone who will represent you in case you can’t represent yourself. This article provides an introduction to healthcare proxies, the process of selecting one, and resources for getting started. 25 Aug

Choosing a Healthcare Proxy: Who Will Speak for You?

This article outlines the key estate planning laws you need to know in BC, including requirements for wills, powers of attorney, representation agreements, and probate procedures. 20 Aug

Estate Planning Laws in BC: Legal Guidelines & Requirements

The term "executor" itself is used across many legal systems and cultures. Other terms like "estate trustee" and "estate representative" are also used, but the core function remains the same: managing the estate according to the will. 14 Aug

Estate Executor: Role —by any other name— Remains the Same