Your Living Will: a Crucial Component of a Complete Estate Plan 28 May

Living Will: a Crucial Component of a Complete Estate Plan

As a small business owner or entrepreneur, you have invested time, energy, and resources into building a successful business. But have you considered how your business fits into your broader estate plan? 07 May

Estate Planning for Business Owners: A Step-by-Step Guide

People often believe that they can litigate a wills and estate matter in a “risk-free” manner because the estate will bear the legal costs of the disputants. That is generally not true... 06 May

The Legal Costs of Estate Litigation: Know The Risks!

This 3-step guide will explain what to do with an inherited coin collection and go over all your best options. 03 May

Inherited a Coin Collection? Here’s What to Do Next…

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May

Passing Down Your Business to The Next Generation

While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of key terms you may come across when planning your estate: 11 Apr

Quick Reference: Glossary of Common Estate Planning Terms

Family Business Succession Planning: A Canadian Guide 05 Apr

Family Business Succession Planning: A Canadian Guide

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr

The Great Wealth Transfer: How Prepared are Canadians?

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