Making arrangements for your own funeral may not be the most pleasant of tasks, but think of the consequences if you don’t make plans. Without knowing your
Most people are familiar with the term “executor”1 and generally understand it refers to a person responsible for administering a deceased individual’s estate
People often assume they can bequeath their assets to whichever person or organization they choose—but that isn’t always the case. In some circumstances, the
Canada is the only G7 nation without an estate or inheritance tax, but the government still collects tax on Canadians’ estate assets, often at the top marginal
If an individual loses the ability to manage their financial affairs, some people believe the spouse can simply take over. However, that’s only permitted if the
Have you heard the expression “beneficiary lottery”? Probably not, unless you’re in the world of estate planning. No, it doesn’t describe a beneficiary winning
November is “Make a Will” month in Canada, so it’s an appropriate time to discuss not only the importance of having a valid will in place, but how critical it
Choosing an executor (liquidator in Quebec) to appoint in your will is an important estate planning decision. Many people instinctively appoint their spouse
Are you a pet parent – whether to a furry friend, feathered companion or another beloved animal? No matter if your companion is a cat, dog, bird, horse or
The term “elder abuse,” so commonly used today, evokes images of caregivers physically mistreating the elderly. However, there is much more to elder abuse than
People who want to make a lasting impact in the charitable space, have a defined philanthropic vision and prefer to have greater control than a donor-advised
A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charity on death. Now, let’s