You’ve worked too hard to let the division of your business assets become a source of pain and conflict for your family. Don’t wait until it’s too late to create a plan that protects your family’s unity and your business’s future. 03 Oct

Don’t Let Your Business Tear Your Family Apart

Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners

My mom, 65, inherited $450K when my dad died — but now she’s hooked on slots and burning through the cash. How can I protect our family’s assets before it’s too late? 27 Sep

My Mom Inherited $450k: Now She’s ‘Hooked on Slots’

High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith. 23 Sep

Estate Planning Lessons from J. Howard Marshall II’s Case

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep

Filing a Final Tax Return in Canada: a Step-by-Step Guide

Mineral rights and royalties represent not just an income stream, but a significant part of your family’s legacy. Proper estate planning ensures that your valuable assets are protected, your beneficiaries are taken care of, and your wealth is preserved for future generations. 11 Sep

Estate Planning For Mineral Rights & Royalties

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Companies that start taking steps today to put succession plans in place for key tech leadership roles will be able to future-proof themselves and stand out in the market. 22 Aug

Strategic Succession Planning for Key Tech Leadership Roles

Lack of "Money Talk" Will Leave Heirs Unprepared | Common Mistakes | Cautionary Tales | Inheritance Horror Stories | Estates Gone Wrong 19 Aug

Lack of “Money Talk” Will Leave Heirs Unprepared

Tips to Help Siblings Avoid or Resolve an Estate Battle | Curated Content | Family Disputes | Estates Gone Wrong 05 Aug

Tips to Help Siblings Avoid or Resolve an Estate Battle

Effective communication is a fundamental aspect of administering an estate. Keeping beneficiaries informed about the progress and status of the estate administration is essential to maintaining trust, preventing misunderstandings, and addressing concerns promptly. 29 Jul

The Importance of Communication in Estate Administration