Whether you’re an executor tasked with administering a loved one’s estate or a family member seeking to understand what lies ahead, this comprehensive guide will walk you through every step... 25 Feb

Complete Guide to Estate Settlement in Canada

Inheriting a Registered Pension Plan can offer significant financial support, but it also comes with complexities and potential tax challenges. This post explores how RPPs are handled after death and provides strategies for navigating the process. 24 Feb

Inheriting a Registered Pension Plan: What You Need to Know

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

Estate Planning in Canada is an essential step that helps you manage your assets as you wish while minimising tax difficulties for the beneficiaries. Although there are no inheritance taxes, addressing key tax considerations helps protect your legacy and care for your loved ones. 22 Feb

Proactive Steps to Minimise Your Estate’s Tax Burden

Careful planning and collaboration with estate professionals can help you avoid these common mistakes, ensuring your will effectively supports your loved ones and secures your legacy. Here are some thoughts to help you get your estate planning process underway. 19 Feb

Getting Your Estate Planning Process Underway: Dos and Don’ts

Canadian Inheritance Tax on Property: What You Should Know | Property Pitfalls | Real Estate | Capital Gains Tax | Estates Gone Wrong 16 Feb

Canadian Inheritance Tax on Property: What You Should Know

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

When Inheritance Divides: The Strain of Sibling Disputes Over Estate Debts 31 Jan

The Strain of Sibling Disputes Over Estate Debts: a Cautionary Tale

This guide will help you explore the key aspects of inheritance tax in Canada for non-residents, taxes on property, and cross-border tax concerns for Canadians inheriting overseas. 24 Jan

Canadian Inheritance Tax 2025: Frequently Asked Questions

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025