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Cherishing Mum's Legacy

  May 22, 2018   |    Charitable Giving, family estate planning, family inheritance

Giving Large Gifts While You're Still Alive

  May 17, 2018   |    probate, beneficiaries, family cottage, gifts

Should Your Will Include a List of Passwords for the Executo...

  May 12, 2018   |    updating estate plan, estate executor, passwords

Protecting Your Wife – Estate Planning for Your Surviving Sp...

  May 07, 2018   |    Estate Planning, family estate planning, financial senior abuse, spousal trusts

Choosing Your Estate Executor

  May 01, 2018   |    Estate Planning, choosing an executor, estate executor

How Can You Protect Your Family Cottage from In-Laws?

  Apr 25, 2018   |    Estate Planning, Trust Planning, family inheritance, family cottage

Filing Taxes on Behalf of the Deceased

  Apr 20, 2018   |    Tax Planning, final taxes, tax filing

Balancing Inheritances: When One Child is Taking Over Your B...

  Apr 16, 2018   |    Business Succession, inheritance, family inheritance, capital gains

Permanent Life Insurance as an Investment

  Apr 10, 2018   |    Tax Planning, capital gains, life insurance, permanent life insurance

Missteps to Avoid During Tax Season

  Apr 05, 2018   |    Tax Planning, tax missteps, tax returns, joint accounts, employment insurance, notice of assessment

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