Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border and Multijurisdictional Estate Matters

In estate planning, a beneficiary designation is the act of naming the person or entity who will inherit specific assets, like life insurance proceeds or retirement account balances, upon your death, bypassing the probate process.  18 Mar

Beneficiary Designations: Bypassing the Probate Process

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

Estate Planning in Canada is an essential step that helps you manage your assets as you wish while minimising tax difficulties for the beneficiaries. Although there are no inheritance taxes, addressing key tax considerations helps protect your legacy and care for your loved ones. 22 Feb

Proactive Steps to Minimise Your Estate’s Tax Burden

Careful planning and collaboration with estate professionals can help you avoid these common mistakes, ensuring your will effectively supports your loved ones and secures your legacy. Here are some thoughts to help you get your estate planning process underway. 19 Feb

Getting Your Estate Planning Process Underway: Dos and Don’ts

Canadian Inheritance Tax on Property: What You Should Know | Property Pitfalls | Real Estate | Capital Gains Tax | Estates Gone Wrong 16 Feb

Canadian Inheritance Tax on Property: What You Should Know

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

When Inheritance Divides: The Strain of Sibling Disputes Over Estate Debts 31 Jan

The Strain of Sibling Disputes Over Estate Debts: a Cautionary Tale

This guide will help you explore the key aspects of inheritance tax in Canada for non-residents, taxes on property, and cross-border tax concerns for Canadians inheriting overseas. 24 Jan

Canadian Inheritance Tax 2025: Frequently Asked Questions

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets 04 Jan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know