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

Did you know that in 2022 the Bank of Canada (BoC) and a few large provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? That number keeps growing, despite the government’s best efforts to find the owners. 02 Mar

Hidden Wealth: Unclaimed Assets & Accounts in Canada

As individuals approach the end of life, families often find themselves at the heart of crucial care decisions. It is essential for families to communicate openly, ensuring that all members feel supported and included in the decision-making process. 26 Feb

Understanding The Role of Family in End-Of-Life Care Decisions

Even the most well-meaning executors may encounter unforeseen difficulties during the estate administration process. Errors in estate administration can make an otherwise simple procedure more difficult. Learn more about these common mistakes and how to avoid them... 24 Feb

Estate Administration in Ontario: Avoiding Common Mistakes

Inheriting property can be a blessing, but it may also bring challenges, particularly if disputes arise among heirs or co-owners. Understanding the legal and practical steps to manage these disputes is crucial for protecting your interests and resolving conflicts. 19 Feb

Inherited Property Disputes: Common Causes & Steps to Resolve

Executor on the Case: Becoming a Detective for Missing Assets | Much has been written on the topic of missing heirs: how to find them, and what to do if you can’t. But what happens if you have missing assets? How do you practically move forward with an estate administration when you don’t know, well, what assets you’re administering? 14 Feb

Executor on the Case: The Search for Missing Assets

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb

US Boomers Reassessing Priorities: Impact on Future Homeownership

While creating a legal will is essential for the transfer of wealth, it’s just one part of the process. To be sure your wishes are truly honoured, your financial legacy preserved, and your family is supported, you need a comprehensive estate plan. Moreover, you need to communicate that plan effectively. 06 Feb

Unlocking Your Legacy: Estate Planning Conversations are Critical

Understanding your rights to transparency, fair distribution, and legal recourse can help protect your inheritance and hold executors accountable. If you suspect wrongdoing or mismanagement, seeking legal guidance is the best course of action. 03 Feb

Estate Beneficiary in Canada: Understanding Your Legal Rights

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance

Executor negligence can cause trouble among beneficiaries, leading to bad sentiment and possible legal disputes. Find out what happens if an executor fails to complete estate administration duties in BC... 30 Jan

Estate Administration Duties: The Cost of Executor Negligence in BC

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar inheritance — but her parents think they ‘got skipped’ and want in on it. 29 Jan

Family Drama & Weird Vibes: Grandma’s Inheritance Surprise