Find out how to shield your family from financial shock. Review the Canada Estate Tax Rules 2026 carefully to maximize family wealth preservation. 04 Jun

Canada Estate Tax Rules 2026: Exemptions & Key Strategies

State inheritance laws vary more than you might expect — learn how they affect spousal rights, what happens without a will, and which states impose inheritance taxes. 04 Apr

Inheritance Laws Vary By State: Understanding Your Rights

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

For many couples, mirror wills offer a straightforward way to express shared wishes and provide for each other, but understanding whether they’re the right choice for your family requires more than just a simple yes or no. 23 Feb

Mirror Wills: A Complete Guide for Couples in The UK

This guide explains how Canada taxes estates at death, what executors and beneficiaries need to know, and why professional advice is critical. 17 Feb

Estate and Inheritance Taxes in Canada: Complete Guide

Assisted reproduction and freezing genetic material are increasingly common procedures. Having complete and updated estate documents can help avoid “pretty heartbreaking” outcomes for surviving spouses. 10 Feb

Planning Ahead: Fertility Choices & Your Estate Documents

Confused about the terms “mirror Wills” and “mutual Wills”? They are very different concepts... This article aims to explain the basic difference between them as well as the pros and cons of each. 29 Dec

Mirror Wills vs Mutual Wills: What is The Difference?

This guide — brought to you by Memorial Merits — is written for military families who need straight answers, compassionate clarity, and the truth about what happens when service ends in sacrifice. 13 Dec

Military Family Survivor Benefits: Legal Protections for Beneficiaries

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes