Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada... 21 Jun

How To Set Up a Family Trust in Canada: 2026 Action Plan

Before you set up a living trust, make sure you’re positive that it’s the right tool for your particular situation. Learn more in this step-by-step guide to setting up a living trust in Canada… 18 Jun

How Do I Set Up a Living (Inter Vivos) Trust in Canada?

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides. 21 May

Ontario Guide to Discretionary Trusts and Beneficiary Rights

One widely shared social post says putting “everything you own” into a Trust could bypass probate, leaving more funds for your kids when passing on your estate. But that advice is far from universal. 12 May

Put “Everything in a Trust” to Bypass Probate: Is This Good Advice?

If you're named as a beneficiary, you generally don't have to share — but intestacy rules, will contests, and tax consequences can complicate things. 05 Apr

Does a Beneficiary Have to Share Inheritance with Siblings?

If you are a trust beneficiary in California, the law stands behind you. You have specific, enforceable rights that a trustee cannot ignore, sidestep, or delay. If your trustee has treated you unfairly, here's what you need to know... 02 Apr

Your Rights as a Trust Beneficiary in California

Without the right legal documents, even your closest family member can’t access your accounts, talk to your doctors or make decisions on your behalf. Here are the five “Must-Have Documents” that protect your independence. 28 Mar

Estate Planning Documents Suze Orman Says Single Women Need

An unusual court fight that's been playing out in Pennsylvania for over a year has pitted more than a dozen schools against the family of the late Campbell’s Soup heiress, Dodo Hamilton, who provided more than half of the UArts endowment. Her heirs are now seeking to claw it back. 09 Mar

Campbell’s Soup Heirs vs Colleges: Court Battle Over Endowment

This guide explains how Canada taxes estates at death, what executors and beneficiaries need to know, and why professional advice is critical. 17 Feb

Estate and Inheritance Taxes in Canada: Complete Guide

Failing to include cryptocurrency in your estate plan can create serious problems. This article explains how cryptocurrency fits into an estate plan, what tools are available, and how to protect your digital assets for the people you care about. 04 Feb

Why Cryptocurrency Estate Planning Is No Longer Optional

This article explains the legal framework for inheritances for minors in Ontario. It covers management options, practical considerations, and key steps for protecting a minor beneficiary's interests... 08 Jan

Understanding & Managing Inheritance for Minors in Ontario

Confused about the terms “mirror Wills” and “mutual Wills”? They are very different concepts... This article aims to explain the basic difference between them as well as the pros and cons of each. 29 Dec

Mirror Wills vs Mutual Wills: What is The Difference?