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

Probate planning pitfalls: The risks that you need to consider before adding your child to the title of your home for estate planning purposes 12 Mar

Adding Your Child to The Title of Your Home: Know The Risks!

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar

Relying Solely on a Will? It Could Be a Costly Mistake!

Strategies For Passing On Property To Your Heirs | Property Pitfalls | Real Estate | Estate Planning | Estates Gone Wrong 23 Feb

Real Estate: Strategies for Passing Property to Your Heirs

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb

Deemed Disposition at Death: Top Questions Answered

Having a plan in place will go a long way in providing both partners with peace of mind in the event of a relationship breakup. Explore "10 ways to divorce-proof your assets and protect your wealth"... 09 Jan

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets

Comprehensive estate planning requires careful thought and conversation with your spouse or life partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal.  28 Nov

Talking to Your Spouse or Partner About Estate Planning

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

Do you own a valuable piece of art, an antique car or rare Pokémon card? Here are some expert insights, from RBC Wealth Management, on how to work antiques and other valuable collectibles into your estate plan... 01 Nov

How to Work Antiques & Collectibles into Your Estate Plan

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

Different kinds of life events will have different impacts on your finances. If you’re going through one of these life transitions or are preparing for a change, this article has information that you might find valuable... 14 Jul

Overcoming The Financial Impacts of Major Life Events

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