This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan

Estate Tax Planning Considerations for Canadians with U.S. Assets

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

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan

Generational Transition Will Shape The Canadian Economy

Selling or transferring an inherited cottage in Canada often triggers capital gains tax, even though Canada does not have an inheritance tax. If you are administering an estate or planning a future transfer, early tax clarity can prevent costly mistakes later. 12 Jan

Selling or Transferring an Inherited Cottage in Canada

If you are considering when —or if— you can challenge a will in Ontario, it is important to understand that not every disagreement leads to a successful claim. Ontario courts respect testamentary freedom... 10 Jan

When Can You Challenge a Will in Ontario?

This article explains the legal framework for inheritances for minors in Ontario. It covers management options, practical considerations, and key steps for protecting a minor beneficiary's interests... 08 Jan

Understanding & Managing Inheritance for Minors in Ontario

Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made... 04 Dec

Transferring the Family Home: Considerations for Canadians

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov

Reluctance to Divulge Estate Plans = Bigger Problems Later

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”

Without a plan, families often face roadblocks. Passwords are lost, accounts are locked, and privacy policies can make recovery difficult or impossible. A formal approach to protecting digital assets ensures that your legacy is preserved and your wishes respected. 21 Nov

Digital Asset Management: How to Safeguard Your Online Legacy

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes