Can You Avoid Impending Capital Gain on Your Family Cottage? 05 Jun

Can You Avoid Impending Capital Gain on Your Family Cottage?

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

In estate planning, digital accounts such as PayPal, Venmo, and Apple Pay must be considered every bit as much as bank and retirement accounts. Digital accounts can be conveniently closed upon the account holder’s death, provided they plan ahead. 03 Jun

What Happens to Your Virtual Wallets if You Don’t Plan Ahead?

When it comes to succession, psychological factors such as motivation and relationship dynamics are just as important as understanding the business operations and budget, experts say. 03 Jun

Succession Planning: How to Avoid the Drama

In Canada, if you want your pet to be cared for when you’re no longer around, you need to include them in your estate plan. Here are five ways to include your pet in your estate plan... 03 Jun

Tips for Canadians: Estate Planning with Your Pets in Mind

Often called executors, personal representatives shoulder the responsibility of managing and distributing a decedent’s estate. Their role is critical, but compensation for this work is frequently misunderstood. 01 Jun

How are Executors (Personal Representatives) Compensated?

Inheritance disputes are on the rise. One of the reasons for this is a significant increase in the number of blended families. We are calling this the Cinderella Dilemma... 27 May

The Cinderella Dilemma: Protecting Your Children’s Inheritance

Executor Not Communicating with Beneficiaries: What to Do 25 May

Executor Not Communicating with Beneficiaries: What to Do

Inheriting property can be a complex process, but with proper planning, it doesn’t have to be overwhelming. Taking proactive steps can prevent disputes and create a clear path for future generations. 22 May

Inheriting Property: What You Need to Know

The Pitfalls of Joint Ownership: Know the Risks 22 May

The Pitfalls of Joint Ownership: Know the Risks

Post-mortem estate planning refers to legal and tax strategies that can be implemented after a person’s death, aimed at minimizing total tax obligations, avoiding double or even triple taxation, and ensuring a smooth, effective transfer of wealth to beneficiaries. 21 May

Post-mortem Estate Planning: Legal & Tax Strategies

Even well-intentioned executors can make mistakes that lead to delays, legal issues, or personal liability. Here is a list common pitfalls in estate administration with tips on how to avoid them. By being aware of these, you can proactively take steps to stay on track and out of trouble. 21 May

Common Estate Administration Pitfalls & How to Avoid Them