From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov

High-Net-Worth Estate Planning: Quick Guide

Careful use of wills, trusts, or both can ensure that assets and possessions are distributed as intended. Making an estate plan a priority can save time, money, and help loved ones avoid potential financial hardship and conflicts. 13 Nov

Wills Versus Trusts: Definitions & Key Differences

Estate Planning Legal: Frequently Asked Questions 31 Oct

Estate Planning Legal: Frequently Asked Questions

Being an Estate Executor: Frequently Asked Questions 28 Oct

Being an Estate Executor: Frequently Asked Questions

Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners

Ontario Executors: Glossary of Terms | Are you stuck trying to understand some of the terms you run across as an Ontario Executor? No need to Google them. Here's an "A to Z" list —in plain English— to help. These Ontario Executor Terms Keep You Out of Hot Water.  23 Sep

Ontario Executors: Comprehensive Glossary of Terms

What Types of Powers of Attorney are Used in Canada? It is important to know how a power of attorney or a joint bank account works before you use them. There are risks and advantages to both. You should never feel pressured to sign a power of attorney or to open a joint bank account. 27 Aug

What Types of Powers of Attorney are Used in Canada?

Having the Correct Power of Attorney is Crucial: Understand the Different Types 06 Aug

Having the Correct POA is Crucial: Understand the Different Types

This comprehensive guide explores what a holographic will is, the legal requirements it must meet, potential drawbacks, and why you probably need a more robust estate planning solution. 30 Jul

Comprehensive Guide to Holographic Wills: Frequently Asked Questions

From primary and contingent beneficiary designations to revocable and individual beneficiary designations... Understanding these designations is crucial in ensuring that your assets are distributed according to your wishes. 18 Jul

Understanding the Different Types of Beneficiary Designations

When you get divorced, it’s not just about dividing your assets or finances; it also affects your estate plan. By following these guidelines, you can make the necessary changes to your estate plan and obtain peace of mind... 15 Jul

How Divorce Affects Your Estate Plan & What To Do

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario