Estate planning with collectibles can be challenging, but it's also an opportunity to share the stories and values of your cherished items with future generations. By taking the right steps, you can ensure that your collection is appreciated and preserved long after you're gone. 22 Mar

A Tricky Planning Puzzle: Including Collectibles in Your Estate

You’ll want to ask your parents about their legal documents, finances, health and safety, living arrangements, and end-of-life wishes. These example questions can help you and your parents prepare for the future. 21 Mar

Essential Questions You Should Ask Your Aging Parents

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

Given the many considerations that come with passing down or inheriting a collection, it's wise to plan well in advance— particularly for rare or especially valuable assets. 08 Mar

Key Steps & Planning Considerations for Rare Collectibles

Probate can be difficult to navigate, and it can become even trickier when it comes to contentious probate. This guide, by The University of Law (UK), sets out to answer some of the most important questions and explores how the process works... 06 Mar

Everything You Need to Know about Contentious Probate (UK)

These moments spent with a loved one during the last few hours of life are precious and profound and they can change you for the good forever. Say yes and show up to offer comfort... You won’t regret it. 06 Mar

Comforting a Dying Loved One: What to Say…

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

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb

Deemed Disposition at Death: Top Questions Answered

Testamentary Capacity and Estate Planning in Ontario 22 Jan

Testamentary Capacity and Estate Planning in Ontario

Understanding Probate in Canada: Everything You Need to Know | Probate is a crucial process in the Canadian legal system that ensures the deceased person’s estate is distributed according to their wishes. 21 Jan

Understanding Probate in Canada: Everything You Need to Know

In the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. 02 Jan

Professional Designations in Financial Services: Roles & Definitions

In light of UK broadcaster Esther Rantzen’s revelation that she has considered assisted dying, we look at the policies of other countries 20 Dec

Assisted Dying Around the World: Where and When it is Allowed