The 10-year rule for inherited IRAs means you have plenty of time to sort out what to do with your inheritance. Here's how the 10-year rule for inherited IRAs works... 29 Mar

Understanding The 10-Year Rule for Inherited IRAs

Even in provinces that allow holographic (handwritten) Wills, a do-it-yourself solution can pose a greater risk of costly disputes and delays. 25 Mar

Are Handwritten Wills Legally Valid Across Canada?

Whether you own a cottage, a family home, or any other high-value asset, working with an experienced estate lawyer to craft clear, specific, and regularly updated instructions is not just good practice — it is essential. 22 Mar

Why Cottage Estates Are a Breeding Ground for Family Conflict

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. In this episode of Celebrity Estates, David Lenok speaks with Martin Behn about these challenges. 16 Mar

Celebrity Estates Podcast: Cross-Border Planning Lessons

Dealing with the GSTT can be complex and confusing. With proper planning, the GST exemption provides opportunities to reduce or potentially eliminate the transfer taxes associated with gifting or passing money to younger generations. 12 Mar

Understanding The Generation-Skipping Transfer Tax (GSTT)

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar

Family Business: Planning for Future Generational Transitions

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

If you want to pass along assets to heirs, a little creativity can help you avoid or reduce estate taxes. This article explores eight smart and effective —most importantly, legal— ways... 03 Mar

Planning Strategies: Legal Ways To Reduce Estate Taxes

A family business succession plan is more than paperwork; it is a systematic roadmap that protects the company’s legacy and the family’s wealth.  25 Feb

Family Business Succession Planning in Canada: 2026

This guide explains how Canada taxes estates at death, what executors and beneficiaries need to know, and why professional advice is critical. 17 Feb

Estate and Inheritance Taxes in Canada: Complete Guide

Wondering what Estate Planning involves for Canadians? This guide covers what estate planning involves in Canada, the key documents you'll need, how taxes and probate work, and how to get started. 12 Feb

What Does Estate Planning Involve For Canadians?

New laws enacted in 2025 may have a big impact on how much Social Security beneficiaries pay in taxes this season. Here’s what to think about when reporting that extra income to the IRS... 11 Feb

Increased Social Security Benefits & The Impact on Your Taxes