Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada... 21 Jun

How To Set Up a Family Trust in Canada: 2026 Action Plan

Before you set up a living trust, make sure you’re positive that it’s the right tool for your particular situation. Learn more in this step-by-step guide to setting up a living trust in Canada… 18 Jun

How Do I Set Up a Living (Inter Vivos) Trust in Canada?

This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases. 12 Jun

Estate Administration: Practical First Steps for Executors

Find out how to shield your family from financial shock. Review the Canada Estate Tax Rules 2026 carefully to maximize family wealth preservation. 04 Jun

Canada Estate Tax Rules 2026: Exemptions & Key Strategies

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell.  30 May

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties. 25 May

Caregiving Crisis at Work: Millions of Canadians Struggling

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident? 12 May

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

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

This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May

Estate Planning Documents Checklist: State-by-State

Only 6 US states currently impose an inheritance tax: Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. This "State Inheritance Tax Guide 2026" provides rate tables and answers to frequently asked questions. 01 May

Which US States Still Impose an Inheritance Tax in 2026?

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr

Canadians with European Assets: Whose Law Governs?

Most families don't have these conversations until it's too late. Not because they don't care. But because there's never a clear moment to bring it up... 24 Apr

Thoughtful Questions To Ask Your Aging Parents