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

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan

Inter Vivos Transfer of Property: Key Characteristics & Criteria

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets 04 Jan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets

The GTA offers a wealth of resources to support your estate planning efforts. From legal professionals to financial advisors, you can access a network of experts to guide you through the process. 02 Jan

The Essential Guide to Estate Planning for Families in the GTA

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

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

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

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec

Strategies to Reduce Your Final Tax Return: Canada

There’s no escaping taxes when settling an Estate. An executor/trustee is responsible for filing tax returns for both the deceased and the Estate itself. Here is a preliminary list of tax activities to consider throughout the settlement process... 04 Dec

Estate Settlement and Taxes: What You Need to Know

The Agnellis, Italy's ‘royal family’ of industry, has played a pivotal role in shaping global business and culture but a bitter feud is driving the Fiat family apart 04 Dec

The Agnelli Dynasty: Bitter 20-Year Inheritance Feud