From the perspective of beneficiaries, interim distributions represent a lifeline of financial empowerment. This in-depth guide covers what they encompass, when they should be contemplated, and the profound significance they hold. 12 Apr

Timely Access to Inheritance: Demystifying “Interim Distributions”

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

Being a guardian comes with a significant amount of responsibility. The purpose of this blog post is to outline the guardianship process and to answer frequently asked questions on the subject of guardianship... 07 Dec

Guardianship: Responsibilities and Frequently Asked Questions

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 20 Nov

Things to Know Before Filing a Loved One’s Final Tax Return

If you have kids, you need to name a guardian for them when making your will. Consider these steps to help you make this important decision. 25 Jul

5 Steps to Choosing a Guardian for Your Children

Five Reasons You Should Consult a Tax Advisor During the Estate Litigation Process 26 Jun

5 Reasons to Consult a Tax Advisor During Estate Litigation

Do your loved ones know your wishes should you become incapacitated? Making decisions without clear directions from you can be extremely difficult. Every Canadian adult should have a living will... 22 Mar

Advance Directives: What Should be Included in Your Living Will?

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

Balancing fairness with religious and cultural customs in estates— The law requires equality between men and women. Following tradition may not stand up in court... 09 Mar

Balancing Cultural Tradition and Estate Law in BC

If you don’t select an executor or trustee for your estate, or if the person you named refuses to act in that role, then someone may apply to the court to be appointed as an administrator of your estate. 20 Jan

British Columbia: What Happens If You Don’t Appoint an Executor?

During this highly stressful and overwhelming time, it is important to remember that financial well-being can be critical to your path to mental wellness. These five steps are a good place to start... 11 Jan

Financial Well-Being: Coping with Debt After Losing Your Spouse

Here are nine things to do – and not do – when selecting guardians for a minor child or children. 04 Jan

Choosing a Guardian for a Minor Child: 9 Important Considerations