Navigating probate in Canada requires careful planning and attention to provincial laws. Learn how to handle probate in Canada, including costs, processes, and asset exemptions. 03 Dec

Your Complete Guide to Navigating Probate in Canada

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov

High-Net-Worth Estate Planning: Quick Guide

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Inheriting real estate from parents can be a significant financial lift for beneficiaries. But receiving this gift comes with significant responsibilities and decisions. 23 Oct

Preparing for the Responsibilities of an Inherited Family Home

When it comes to estate planning, the saying “learn from the mistakes of others” couldn’t be more true. Here are some real-world estate planning horror stories that highlight "what not to do"... 18 Oct

Lessons From Real-World Estate Planning Horror Stories

Canada Pension Plan Embroiled in Long-Term Care Fiasco | Long-Term Care | Elder Care | Fraud | Estates Gone Wrong 18 Oct

Canada Pension Plan Embroiled in Long-Term Care Fiasco

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

The Importance of Documenting Your Charitable Wishes | Charitable Bequests | Philanthropic Intentions | Estate Planning | Estates Gone Wrong 23 Sep

The Importance of Documenting Your Charitable Wishes

It may be overwhelming to think about now, but asking the right questions will help you think through your plans. Here are some tips to help you manage your new inheritance.  23 Sep

Tips for Managing an Inheritance: Ask The Right Questions

James Gandolfini’s estate planning missteps cost $30M. The oversight in Gandolfini’s plan serves as a reminder of the risks involved in relying solely on a will— no matter how straightforward the intent. 20 Sep

Estate Planning Lessons from James Gandolfini’s $70 Million Estate

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep

Filing a Final Tax Return in Canada: a Step-by-Step Guide