One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

Probate, the legal process of administering a deceased person’s estate, can range from a few months to several years, depending on various factors. Here’s a general overview of the steps and time frame involved in the probate process... 26 Feb

2026 Update: How Long Does Probate Take in The UK?

Failing to include cryptocurrency in your estate plan can create serious problems. This article explains how cryptocurrency fits into an estate plan, what tools are available, and how to protect your digital assets for the people you care about. 04 Feb

Why Cryptocurrency Estate Planning Is No Longer Optional

Learn more about the process of claiming class action settlements for a deceased person's estate, including qualification, documentation, and distribution among heirs. 24 Jan

Claiming Class Action Settlement Funds on Behalf of Deceased

When a beneficiary refuses to cooperate during estate administration, it can delay the entire process and create significant problems for everyone involved. 22 Jan

Uncooperative Beneficiaries: Impact on Estate Administration

This guide walks you through the entire probate application process—from determining whether you need probate at all, to submitting your application, to receiving your grant. 19 Dec

Step-by-Step Guide: How to Apply for Probate in the UK

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors.  02 Dec

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Can concerned parties use outdated documents as a justification to contest a will? Egregious oversights could raise questions. If the testator failed to update their will for decades, there could be questions about its validity. 16 Nov

Is an Outdated Will Justification for Probate Litigation?

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation

A multijurisdictional approach uses one document, whereas a cross-jurisdictional approach uses multiple, separate documents. Both require specialized legal advice to navigate differences in foreign laws, such as forced heirship rules, and to ensure wishes are carried out effectively.  03 Nov

Multi-Jurisdictional vs Cross-Jurisdictional Estate Planning