Ontario has changed how inheritance works for separated spouses. If you’re separated and living in Ontario, these new rules could affect who receives your estate whether or not you have a will. 17 Jun

Ontario’s Succession Law: New Rules Affect Separated Spouses 

Few things feel as delicate or as important as talking with a family member about long-term care. The team at CareOne is sharing tips to help you navigate the emotional conversations about long-term care options.  15 Jun

Long-Term Care: Navigating Emotional Conversations

What if you no longer want to include someone in your will? Whether you're navigating a second marriage, dealing with an estranged relative, or leaving your assets to charity, there are reasons to disinherit someone. 13 Jun

Six Reasons to Disinherit Someone and How to Do It Correctly

This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun

Financial Literacy in Public Libraries: Estate Planning Books

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

These early financial warning signs and risks are a crucial part of planning for diminishing capacity to protect a vulnerable family member... 09 Jun

Diminishing Capacity: Financial Risks & Early Warning Signs

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

MAID in Canada refers to Medical Assistance in Dying, a legal health service allowing eligible individuals to receive assistance from a medical practitioner to end their life under specific circumstances defined by federal and provincial/territorial law.  03 Jun

MAID Canada: Eligibility Criteria and Legal Safeguards

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?

Executor Not Communicating with Beneficiaries: What to Do 25 May

Executor Not Communicating with Beneficiaries: What to Do

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

If you’ve been named a beneficiary of an estate, it’s essential to understand an executor’s powers and limitations. Knowing what an executor can and cannot do will help you identify potential misconduct and protect your inheritance. 13 May

Every Beneficiary Should Know What an Executor Can and Cannot Do