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Here are ten expensive will mistakes that can cost your family in 2026. Find out how you can fix them and protect your loved ones and your money. Yes, I wrote the book, Estate to the Heart: How to Plan Wills and Estates for Your Loved Ones. Thinking foolishly that you can avoid making your will to p … Read more »

Do you know the difference between legal and beneficial ownership? This post will summarize the difference. In Canada, there is a difference between legal and beneficial ownership. This is a distinction that can cost you. And it is real. This post is not legal advice which you need to determine owne … Read more »

Well-made wills are the best gift you can give your loved ones. I know this from my experience as a lawyer and author. Why is that? Because if you don’t make a will, the government will make one for you. They will not allow for variations or reducing taxes. If you do not have a will, government rule … Read more »

As an Ontario estate trustee, you will be learning new skills. You may not be aware of how little you know about estate matters and taxes. However, the time you spend learning these skills in an estate administration is something that you are entitled to be compensated for. Even if your estate trust … Read more »

This post provides basic information about Ontario’s Estate Information Returns (EIR). Ontario executors must file provincial Estate Information Returns 180 calendar days after estate courts issue your certificate of appointment. Your duty is to comply with Ontario’s Estate Administration Tax Act. T … Read more »