When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

Demystifying Estate Planning Terminology: A Glossary of Essential Terms You Need to Know 10 Jan

Demystifying Estate Planning: A Glossary of Essential Terms

An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan

Inter Vivos Transfer of Property: Key Characteristics & Criteria

Glossary of Legal Terms Used in Probate: England & Wales 02 Jan

Glossary of Legal Terms Used in Probate: England & Wales

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?

Advance care terminology in Canada is confusing because each province uses different names for similar documents. This guide clarifies each term, explains the differences, and shows how they fit together in your estate plan. 11 Dec

Guide to Understanding Advance Care Terminology in Canada

Understanding the Differences Between Succession and Inheritance 13 Nov

Understanding the Difference Between Succession & Inheritance

Careful use of wills, trusts, or both can ensure that assets and possessions are distributed as intended. Making an estate plan a priority can save time, money, and help loved ones avoid potential financial hardship and conflicts. 13 Nov

Wills Versus Trusts: Definitions & Key Differences

If you’re considering a family settlement agreement, consulting a probate attorney can ensure the process is handled correctly and fairly. With the right guidance, your family can achieve a resolution that honors the deceased’s wishes while promoting harmony among heirs. 09 Nov

Estate Dispute Resolution: What is a Family Settlement Agreement?

If you’ve ever wondered about the difference between an attorney and a lawyer, you are not alone. This article will explain these distinctions in detail and help you understand when to seek each type of legal professional. 08 Nov

What is the Difference Between an Attorney and a Lawyer?

Although they are very similar legal concepts, "contracts of inheritance" and "heir agreements" are not the same. 05 Nov

Contracts of Inheritance vs Heir Agreements