If you're inheriting assets, understanding inheritance tax is crucial to avoid unexpected tax bills. This article details everything you need to know—what it is, which states have it, and how you can minimize its impact. 23 Apr

Understanding & Minimizing State Inheritance Tax Obligations

14 Unexpected Ways a Surprise Inheritance Can Complicate Your Life | Here's how to prepare yourself financially if you get an unexpected inheritance so you avoid costly missteps... 20 Apr

Surprise! An Inheritance Can Complicate Your Life

There’s a common myth that Canada doesn't have an inheritance tax, but before you start making financial plans or decisions, having the full picture is important. Whether leaving an inheritance or expecting to receive one, know the tax implications ahead of time. 14 Apr

Myths & Misconceptions About Inheritance Tax in Canada

An estate freeze is a strategy used to lock in the current value of an individual’s estate for preserving wealth, minimizing tax consequences, lowering probate fees, and ensuring the smooth transfer of assets to the next generation. 13 Apr

What Is An Estate Freeze & How Does This Strategy Work?

Navigating the complexities of taxes after death can be daunting, but it’s crucial for ensuring that your estate is managed effectively and your beneficiaries are protected. 12 Apr

Navigating the Complexities of Taxes after Death in Canada

Estate taxes in Canada can be confusing, but understanding the key rules can save your family money. By understanding these essentials, you can take action now to ensure your family keeps more of what you’ve built. 11 Apr

Complete Guide to Estate Taxes in Canada

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them get their estate in order can provide peace of mind for them and their loved ones. 07 Apr

Estate Planning for the Terminally Ill: A Practical Guide

When it comes to preparing for the future, understanding the difference between estate planning and a will is crucial. While both play a significant role in managing your assets after your passing, they serve different purposes and offer unique benefits. 25 Mar

Comprehensive Guide to Estate Planning Terms

Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border & Multijurisdictional Estate Matters

In estate planning, a beneficiary designation is the act of naming the person or entity who will inherit specific assets, like life insurance proceeds or retirement account balances, upon your death, bypassing the probate process.  18 Mar

Beneficiary Designations: Bypassing the Probate Process

There can be sentimental reasons to keep inherited real estate, but —unless you plan to use the property personally— you should ask yourself: would you buy that real estate with an equivalent amount of cash? 17 Mar

Inheriting Real Estate: Ask Yourself “Would You Buy it?”

The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success. 04 Mar

Resilient Estate Planning in The Face of Unexpected Life Events