One widely shared social post says putting “everything you own” into a Trust could bypass probate, leaving more funds for your kids when passing on your estate. But that advice is far from universal. 12 May

Put “Everything in a Trust” to Bypass Probate: Is This Good Advice?

Agricultural Property Relief continues to play an important role in succession planning for UK farmers and landowners, but the rules are changing. This guide explains how it works, following the reforms confirmed by HMRC. 24 Apr

UK Inheritance Tax: Agricultural Property Relief Rules & Reforms

At what age is a child ready to inherit? It's a question many parents and grandparents ask, particularly when the child is still a young adult. 24 Apr

TD Wealth MoneyTalk: Is Your Child Ready To Inherit?

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. Take the time to meet with a tax and estate planning professional to ensure your gift and estate plans are well thought out and properly implemented. 17 Apr

Lifetime Gifting Strategies: Ways to Give Assets Tax-Free

Have you considered how your treasured collectibles can support your lifestyle and enrich your legacy? Treating these assets as an active part of your planning opens new doors for flexibility, peace of mind, and meaningful generational transitions. 14 Apr

Integrating Collectibles into Lifestyle and Legacy Planning

An understanding of the legal framework governing estate and trust distributions provides the necessary context for examining why fiduciaries may choose to postpone disbursements. 11 Apr

Frequently Asked Questions About Delayed Distributions

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr

Six Ways to Help Minimize Taxes on Your Estate in Canada

Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations. 30 Mar

Urban Heirs, Rural Assets: Inheriting Farmland in Canada

Family inheritance disputes carry the risk of creating permanent rifts among relatives. With timely legal intervention, family conflicts over inheritance can be effectively managed and resolved without causing irreparable damage to relationships. 11 Mar

Resolving Family Inheritance Disputes: Tips & Guidance

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar

Family Business: Planning for Future Generational Transitions

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

Several life events stand out as clear signals that financial guidance should move to the top of the to-do list... Don’t wait until things feel complicated. 08 Mar

Life Events That Should Trigger a Call for Financial Guidance