Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

What Is an Executor? Duties and Role in Estate Planning | An executor is the individual who carries out one's last will, ensuring that the stipulations and wishes of the deceased are carried out properly. 30 May

What Is an Executor? Duties and Role in Estate Planning

Securing the future of a child demands careful planning and thoughtful consideration, especially if they have developmental disabilities that require them to receive lifelong support from loved ones. 26 Apr

Estate Planning for Child with Special Needs: Mistakes to Avoid!

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

People think a will is an estate plan. But it is not. It is a document as part of an estate plan. A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. 04 Dec

If I Have a Legal Will, Do I Still Need an Estate Plan?

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

High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep

Estate Executor “Self-Dealing” Assets: Conflict of Interest

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?