Blogs & Insights

Find out under what circumstances the courts may step in to change estate distribution instructions....

Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....

A power of attorney document (mandate in Quebec) ensures someone you trust will handle your financial affairs if you suffer a cognitive impairment. It’s a crucial step for every adult, regardless of age....

Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....

Discover why everyone should have a valid will that is prepared by a legal professional....

Here we explain what happens to Canada Pension Plan (CPP) payments when a CPP contributor dies....

We walk through the benefits of segregated funds in estate planning....

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

A private foundation provides flexibility, control and the opportunity for a lasting legacy....