Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Individuals who are making plans related to end-of-life decisions, providing assistance to adults or minors in need of care, or making other life changes may need to complete and file a number of estate planning or probate forms in court. Some of the most common areas in which people may seek out forms of this nature include those related to advance directives, guardianships, and name changes. 30 Mar

Estate Planning & Probate Legal Forms: 50-State Resources

7 Best Estate Planning Books for 2023 | It’s never too early to start planning your estate. You can be prepared with these seven books on estate planning. 22 Mar

Resources: 7 Best Estate Planning Books for 2023

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Couples may have many reasons for not getting married, but when a common law partner dies without a will, the living partner is left legally vulnerable. Here’s what you need to know... 16 Feb

Legally Vulnerable: Estate Complications for Common Law Couples 

Whether you collect vintage, antique, or classic cars— it is crucial to have asset protection and estate planning in place to keep these treasured and iconic assets protected and in the family. 14 Feb

Estate Planning: Should You Keep Your Classic Cars in a Trust?

A trust is a legal agreement between the person creating the trust, known as the settlor, and a trustee. The trustee is responsible for managing the trust's assets and distributing them according to the settlor's wishes. 14 Feb

Understanding Trusts: Estate Planning in Ontario

These conversations can be difficult, but they’ll save your children from added stress. Find out how and when to have "The Talk" with your adult kids about your estate plans and their inheritance... 03 Feb

How To Talk About Your Estate Plans with Your Adult Children

If you have a rare or unusual collection, you need to ensure that it's properly accounted for before you pass away. The most failsafe way of doing this is to include your collection in your estate plan. Working with the right appraiser is key! 06 Jan

Unusual Collectibles: Working with the Right Appraiser is Key

Acquiring a classic car is easy. Mapping out a succession plan for your collection is an artform. That’s where Carnection Advisors come in... 10 Nov

Classic Car Collectors: Mapping Out a Succession Plan for Your Vehicles

A living will is an important part of advance care planning, which involves discussing and preparing for future health care decisions in the event you can’t make them. Learn where to find advance directive forms in your state. 31 Oct

Advance Care Planning: Preparing a Living Will

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning