Unless robust estate planning has been done in advance, bereaved families are often left with legal and financial headaches. Here are "5 Estate Planning Mistakes You Don’t Want to Make" and actions you can take, now, to avoid them... 16 Jun

5 Estate Planning Mistakes You Don’t Want to Make

At what age is a child ready to inherit? It's a question many parents and grandparents ask, particularly when the child is still a young adult. 24 Apr

TD Wealth MoneyTalk: Is Your Child Ready To Inherit?

Stolen rare books, seized in Manhattan, returned to rightful heirs... The heirs will auction the books, which are collectively valued at nearly $3 million, and donate the proceeds. 20 Apr

Stolen Rare Books Valued at $3M Returned to Rightful Heirs

An unusual court fight that's been playing out in Pennsylvania for over a year has pitted more than a dozen schools against the family of the late Campbell’s Soup heiress, Dodo Hamilton, who provided more than half of the UArts endowment. Her heirs are now seeking to claw it back. 09 Mar

Campbell’s Soup Heirs vs Colleges: Court Battle Over Endowment

Actress Diane Keaton left behind not just a remarkable legacy but an important reminder about estate planning for our pets. 04 Nov

Pet Trusts: What We Can Learn from Diane Keaton’s Estate

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 09 Oct

Tax-Smart Inheritance Strategies for Canadians

Thirty paintings created by the bushy-haired, soft-spoken Bob Ross will soon be up for auction to defray the costs of programming for small and rural public television stations suffering under cuts in federal funding. 07 Oct

Bob Ross Paintings to be Auctioned to Support Public TV Stations

Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”? 18 Sep

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

Life Insurance is more than just a safety net. It’s a strategic tool. Learn how life insurance is not just about risk— it’s about opportunity... in this in-depth guide to understanding the different types of Life Insurance for Estate Planning in Canada. 05 Sep

Understanding The Role of Life Insurance in Estate Planning

Planning ahead to lower the value of what you leave behind, so "less is taxed"— Estate tax can be reduced using a variety of legitimate estate planning techniques... 29 Aug

Planning Techniques: 10 Common Ways To Reduce Estate Taxes

Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”