Estate Planning

Managing remains after death might be more complicated than you think

The importance of setting money aside to pay final taxes and debts in an estate

Want to avoid probate fees by sharing ownership with your kids? Proceed carefully, experts say

Margaret, 66, and Jack, 70, are getting married next summer. What should they do with their two homes?

Expecting to receive an inheritance? Here are some common pitfalls to watch out for

What type of will does your client need?

How this couple can build financial resilience in case of unexpected bad news. Plus, a tax-smart plan for RRIF reform that helps the vast majority of retirees

How siblings can avoid conflict – and hefty legal fees – while dealing with their parents’ estate

This simple TFSA move will save your spouse time, stress and taxes when you die

How to make a charitable gift to honour a loved one (using their money)

How to include charitable giving in your will – and why the recipient is not the only one who benefits

Why cross-border issues are a growing part of estate planning

Here are the most common mistakes lawyers see in wills – and how to avoid them

What happens when wealth transfers skip a generation?

Want to pass on your inheritance before you die? Don’t be afraid to put yourself first

Here’s how to pass on that unusual asset to your next of kin – and what to do if you receive it

These tools help estate planners and executors track digital assets

How to protect an inheritance from the risk of divorce

How to prevent commercial online accounts from languishing after death

Growth of private assets poses liquidity issues for estates, requiring careful planning