Many Canadians dream of buying a property by the sea in Florida or a golf course in Arizona. But what happens at the time of death? Buying a property in the United States takes planning... 10 Feb

Canadian Will & U.S. Property: Avoiding Probate Takes Planning

Home Ownership: Joint Tenants vs Tenants in Common | There are three main ways that a homeowner can own a home, and the way title is held dramatically affects their estate and heirs... 04 Feb

Home Ownership: Joint Tenants vs Tenants in Common

When Inheritance Divides: The Strain of Sibling Disputes Over Estate Debts 31 Jan

The Strain of Sibling Disputes Over Estate Debts: a Cautionary Tale

Inheritance rules in Canada can be complex, but the good news is that most inheritances are tax-free. However, there are important tax implications depending on the type of assets inherited... 26 Jan

How Much Can You Inherit Tax-Free in Canada?

Trying to figure out the best way to pass your home to your children? Making the right choice between a gift or trust can save your family money and headaches in the long run. 17 Jan

Gift or Trust? The ‘Correct Way’ to Pass Your Home to Your Children

If you and your siblings are on track to one day inherit your parents’ home, take heed of this cautionary tale, and learn how to avoid the same fate. Does this man owe his siblings anything more? All the experts to share their take on the situation. 16 Jan

Inheriting a Home With Your Siblings: What Can Go Wrong?

Unique assets often fall outside the typical scope of financial portfolios or real property, requiring specialized knowledge, valuation, and management. 06 Jan

High Net Worth Estates: The Challenges of Unique Assets

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec

Florida Estate Planning for Canadian Snowbirds

Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov

Guide to Completing a Survivorship Application in Ontario

Leaving your house to your children can be a meaningful way to pass on your legacy, but it is important to consider all aspects of it. 04 Nov

Factors to Consider Before Leaving Your House to Your Children