What are you actually entitled to know as an estate beneficiary? And if you are the executor, what do you actually have to share? Here is how it works in British Columbia... 21 Jul

Beneficiary Rights in BC: What Executors Need to Know

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting. 15 Jul

5 Estate Planning Steps Canadians Delay The Most

Choosing the right estate trustee —at the planning stage— can be one of the most important decisions a testator makes. This case serves as a cautionary tale of what can happen when an estate trustee fails to appreciate the seriousness of the role... 03 Jul

Cautionary Tale: When Poor Administration Comes at a Cost

This guide explains who can be a beneficiary, the different types, the rights you hold as a beneficiary in Ontario, and the rules that decide what happens when something goes wrong. 21 May

The Rights You Hold as a Beneficiary in Ontario

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides. 21 May

Ontario Guide to Discretionary Trusts and Beneficiary Rights

One widely shared social post says putting “everything you own” into a Trust could bypass probate, leaving more funds for your kids when passing on your estate. But that advice is far from universal. 12 May

Put “Everything in a Trust” to Bypass Probate: Is This Good Advice?

Ontario’s approach is deliberately cautious. A posthumously conceived child is entitled to inherit only if all statutory requirements are satisfied. 08 May

Posthumous Conception and Inheritance in Ontario

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?

Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality. 17 Apr

Cross-Border Estate Planning Lessons from a Destination Wedding

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.   14 Apr

What to Do if You Suspect —or Have Been Accused of— Estate Theft

There has been a rise in disputes over estates, with many of the problems linked to outdated wills or the absence of any Will at all. Rise in Will disputes prompts warning to people in their 40s and 50s... 10 Apr

Rise in UK Estate Disputes: The Cost of Outdated Wills

A shareholders’ agreement is an important document to shareholders and businesses. There are several reasons to review a shareholders’ agreement every 3 to 5 years. 07 Apr

Reasons to ‘Dust Off’ a Shareholders’ Agreement