Tag: Estate Planning

Tag: Estate Planning

The Role of Estate Planning in Protecting Family Businesses

Family businesses are the backbone of many economies, providing financial stability and long-term wealth for generations. However, without proper estate planning, these businesses can face significant...

Estate Planning and Real Estate: Ensuring Smooth Transitions for Heirs

Estate planning and real estate management are two integral components of securing one's legacy and ensuring a smooth transition of assets to heirs. Properly navigating these...

Navigating the Legal Maze: How to Contest a Will and Protect Your Interests

Introduction Losing a loved one is undoubtedly one of life's most challenging experiences. However, when disputes arise over the deceased's last will and testament, the emotional toll...

Why You Need to Combine Your Life Plans with Your Estate Plans

For most people, life is a series of unpredictable events. We all have goals and dreams, but we never know what the future holds. This is...

When is the right time to create a will?

When is the right time to create a will? - The idea of writing a will can be overwhelming for almost anyone: it’s thinking about what...

Business Succession Planning Checklist

As an entrepreneur, you are immensely proud of your business. In fact, you probably spend a lot of time planning how you will help your business...

Incorporating Charities Into Your Estate Plan

Many of us have causes or charities that we are passionate about and most of us engage in charitable giving at some point in our lives....

Creating an Estate Plan for 2021

The arrival of a New Year is the time that many of us like to make resolutions. And while that usually means thinking about things that...

Levy Zavet – The Misconceptions Between Guardianship and Power of Attorney

If a person becomes incapable of making decisions for themselves, a family member, close friend, or another person or sometimes even a trust corporation often receives...

Utilizing Spousal Trusts for Estate Planning

If capital property of a taxpayer is transferred to a qualifying inter vivos spousal trust, s.73(1) of the ITA permits the property to be transferred at...