Wondering what Estate Planning involves for Canadians? This guide covers what estate planning involves in Canada, the key documents you'll need, how taxes and probate work, and how to get started. 12 Feb

What Does Estate Planning Involve For Canadians?

New laws enacted in 2025 may have a big impact on how much Social Security beneficiaries pay in taxes this season. Here’s what to think about when reporting that extra income to the IRS... 11 Feb

Increased Social Security Benefits & The Impact on Your Taxes

Second marriages and blended families don’t have to mean complicated or risky outcomes. With the right planning, you can protect everyone's interests and reduce the risk of disputes. Seeking legal advice early is essential... 01 Feb

Second Marriages: Seeking Legal Advice Early is Essential

Learn more about the process of claiming class action settlements for a deceased person's estate, including qualification, documentation, and distribution among heirs. 24 Jan

Claiming Class Action Settlement Funds on Behalf of Deceased

This article breaks down the current LTC crisis, what the waitlists look like across Canada, and how seniors can stay protected at home during what may be a long and uncertain wait. 20 Jan

Canada’s Long-Term Care (LTC) Waitlist Crisis

Confused about the terms “mirror Wills” and “mutual Wills”? They are very different concepts... This article aims to explain the basic difference between them as well as the pros and cons of each. 29 Dec

Mirror Wills vs Mutual Wills: What is The Difference?

This guide — brought to you by Memorial Merits — is written for military families who need straight answers, compassionate clarity, and the truth about what happens when service ends in sacrifice. 13 Dec

Military Family Survivor Benefits: Legal Protections for Beneficiaries

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

Without proper instructions, your carefully curated treasures can be: misvalued, sold for pennies, fought over, mishandled, lost, forgotten, or even thrown away. 30 Nov

Estate Planning for Collectors: Protect Your Carefully Curated Legacy

Being an executor doesn’t end when you hand out the last inheritance check. Your legal liability stretches far beyond the day you think you’re done, and the mistakes that trigger lawsuits aren’t always obvious when you’re making them. 28 Nov

Executor Personal Liability: Mistakes That Trigger Lawsuits

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”