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

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

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

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

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

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

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

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?

Strategies For Passing On Property To Your Heirs | Property Pitfalls | Real Estate | Estate Planning | Estates Gone Wrong 23 Feb

Real Estate: Strategies for Passing Property to Your Heirs

Testators should know the risks before using joint ownership as an estate planning tool.  16 Feb

Joint Ownership of Property: Know the Risks

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

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