Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips 24 Jun

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips

Are you worried that your heirs will foolishly spend their inheritance or lose it to creditors? You may want to consider establishing a “spendthrift” trust. 21 Jun

Frequently Asked Questions: What is a ‘Spendthrift Trust’?

What are the steps involved in administering an estate? How long does it typically take to administer an estate? What if I’m named as an executor but unwilling to serve? Here you'll find answers to some of the most frequently asked questions... 10 Jun

Frequently Asked Questions About Wills and Estates (BC)

Navigating the complex web of estate planning for Canadians with foreign ties requires a deep understanding of both domestic and international tax laws. That is why involvement of legal experts from the relevant foreign jurisdictions is often necessary and strongly recommended. 30 May

The Complexities of International Estate Planning for Canadians

Life Insurance can be used as an extremely useful estate-planning tool that can go far beyond keeping your family financially secure. It can help maximize your estate’s value and ensure that your will is distributed fairly, all while funding your estate’s tax liabilities. 15 May

Estate Preservation Strategies: The Tax Benefits of Life Insurance

Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Consulting with estate planning professionals, who specialize in these non-traditional assets, is very important. 19 Apr

Art & Collectibles: Unique Challenges for Owners and Inheritors

Estate planning with collectibles can be challenging, but it's also an opportunity to share the stories and values of your cherished items with future generations. By taking the right steps, you can ensure that your collection is appreciated and preserved long after you're gone. 22 Mar

A Tricky Planning Puzzle: Including Collectibles in Your Estate

Top 8 Risks: The Dangers of Improper Estate Planning | Common Mistakes | Cautionary Tales | Inheritance Horror Stories | Estates Gone Wrong 19 Mar

Top 8 Risks: The Dangers of Improper Estate Planning

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

How is Debt is Handled by an Estate in Canada? Your executor is responsible for carrying out the duties of your will and arranging to pay off your debts. They will also close any accounts that you may have. If you don’t want to burden your loved ones with having to deal with your debt, there are steps you can take. 14 Mar

How is Debt is Handled by an Estate in Canada?

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!