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

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