The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong 23 Feb

Estate Planning: 6 Big Mistakes You Might Be Making

It’s hard to know how much of Barbara Hutton’s tragic life was caused by her early inheritance. But her story still can be useful to help spare children and grandchildren the irreversible damage caused by too much money at too early an age. 14 Feb

The Woolworth Misfortune: How Not To Provide For Heirs

A trust is a legal agreement between the person creating the trust, known as the settlor, and a trustee. The trustee is responsible for managing the trust's assets and distributing them according to the settlor's wishes. 14 Feb

Understanding Trusts: Estate Planning in Ontario

One way to plan financially for long-term care is to create a trust. It can be an incredibly useful tool to protect your assets if you become incapacitated and to shield your assets to qualify for certain long-term care benefits. 23 Jan

How to Use a Trust to Plan for Long-Term Care

If you don’t select an executor or trustee for your estate, or if the person you named refuses to act in that role, then someone may apply to the court to be appointed as an administrator of your estate. 20 Jan

British Columbia: What Happens If You Don’t Appoint an Executor?

Heirs to an iconic fortune sought out a wealth manager who would assuage their progressive consciences. Now their dispute is exposing dynastic secrets... 16 Jan

Getty Trust Issues: Dispute Exposed Family Secrets

This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. 16 Nov

Estate Planning 101: A Terminology Guide

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

Selling Inherited Property: Tips for Executors and Beneficiaries | Property Pitfalls | Real Estate | Estates Gone Wrong 29 Aug

Selling Inherited Property: Tips for Executors and Beneficiaries

Daughters of late Hollywood legend Paul Newman filed a lawsuit against the Newman's Own Foundation (NOF), claiming their father's legacy is "under assault" by the "very organization he founded in an effort to preserve and expand that legacy." 23 Aug

Paul Newman’s Daughters Claim Father’s Legacy is ‘Under Assault’

When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. Using a trust company can make things a lot easier when it’s time to plan and execute your estate. 06 Jul

Who Can You Trust to Help Reduce the Stress of Estate Planning?