7 Costly Estate Planning Mistakes and How to Avoid Them | Curated Content | Common Mistakes | Cautionary Tales | Estates Gone Wrong 09 Apr

7 Costly Estate Planning Mistakes & How to Avoid Them

Family Business Succession Planning: A Canadian Guide 05 Apr

Family Business Succession Planning: A Canadian Guide

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr

The Great Wealth Transfer: How Prepared are Canadians?

Incorporating tools and strategies into your estate plan to mitigate a beneficiary’s spendthrift habits is vital to protect both the beneficiary and your assets. 21 Mar

Estate Planning Strategies for Managing a Spendthrift Beneficiary

In the intricate process of estate planning and will preparation, the expertise of an accountant is invaluable. The collaboration between your solicitor and accountant ensures a seamless integration of legal and financial expertise. 17 Mar

The Critical Role of Accountants in Estate Planning

Digital Estate Planning Guide: Get Your Assets in Order | Digital Distress | Online Accounts | Estate Planning | Estates Gone Wrong 15 Mar

Digital Estate Planning Guide: Get Your Assets in Order

Probate planning pitfalls: The risks that you need to consider before adding your child to the title of your home for estate planning purposes 12 Mar

Adding Your Child to The Title of Your Home: Know The Risks!

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar

Relying Solely on a Will? It Could Be a Costly Mistake!

Contentious probate refers to the legal conflicts and disputes that can arise in the process of settling a deceased person’s estate. This guide dives deeper into a probate contest and what is involved with it from a legal standpoint.  07 Mar

Navigating the Challenges of Contentious Probate: UK

Estate Planning: How To Keep Track of Passwords, Access Keys, and PINs 06 Mar

Estate Planning: How To Keep Track of Passwords, Access Keys, and PINs

Putting conditions on bequests to heirs can ensure your beneficiaries act in accordance with your wishes. It could also spark litigation and harm family relationships. 04 Mar

Conditional Bequests: Proceed with Caution

When getting started with an inheritance, it’s important to ask the right questions. Encompass Advisors have curated 12 essential questions to ask when expecting a financial windfall. 29 Feb

12 Questions to Ask When Receiving an Inheritance