18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug

Basic Guide to The Probate Court Process in Ontario

Five Reasons You Should Consult a Tax Advisor During the Estate Litigation Process 26 Jun

5 Reasons to Consult a Tax Advisor During Estate Litigation

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong 23 Feb

Estate Planning: 6 Big Mistakes You Might Be Making

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb

Tax Considerations for Inherited Properties: What You Need to Know

Whether you collect vintage, antique, or classic cars— it is crucial to have asset protection and estate planning in place to keep these treasured and iconic assets protected and in the family. 14 Feb

Estate Planning: Should You Keep Your Classic Cars in a Trust?

An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan

Inter Vivos Gifts: What Are They? How Do They Work?

If you have a rare or unusual collection, you need to ensure that it's properly accounted for before you pass away. The most failsafe way of doing this is to include your collection in your estate plan. Working with the right appraiser is key! 06 Jan

Unusual Collectibles: Working with the Right Appraiser is Key

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

Selling Inherited Property: Tips for Executors and Beneficiaries | Property Pitfalls | Real Estate | Estates Gone Wrong 29 Aug

Selling Inherited Property: Tips for Executors and Beneficiaries

Executors are often surprised by how long their newly accepted “job” will be. Beneficiaries are equally surprised to hear how long it might take before they start seeing estate funds come their way. How long does it take to administer an estate? 03 Aug

How Long Should it Take to Administer an Estate?