Category Archives: Estate Planning

Estate Planning Using a Trust

Many Canadian couples will die with a net worth of more than $1-million, and it is important to properly plan for the distribution of this wealth. (more…)

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Discuss Beneficiaries’ Desire to Inherit Property When Planning Your Will

Image courtesy of http://www.globeandmail.com.

Tim Cestnick from the Globe and Mail discusses the importance of talking to your children about their interest and desire to inherit property in a will or estate. (more…)

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Executors or Beneficiaries of Literary Estates

If a loved one is an author, his or her beneficiaries may inherit the copyrights to their written works. (more…)

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Cottage Succession Planning Can Be Ridden With Conflict

Did you know that cottage inheritance is one of the most emotional and conflict-ridden aspects of estate planning? (more…)

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Planning for Cottage Inheritance

When planning for you estate, there are important considerations to make in passing down your cottage or vacation home. (more…)

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Enlist Professionals for Your Estate Planning Team!

Wealth management: a contact sport?

Figuring out who to have on your team when planning your estate can be a challenging task. This article outlines some tips to make sure you have all the right professionals on your team, in order to ensure that your estate plan provides you with peace of mind.

Full Story at The Blunt Bean Counter.

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ERAssure®, Canada’s only provider of executor liability insurance provides FREE Inheritance Planning Guides and Executor Guides to help in the process of both estate planning and estate administration.

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Couples Entering Second or Third Marriages Should Discuss Finances & Estate Planning

Madeleine White from The Globe and Mail discusses the importance of couples entering their second or third marriage to have up-front discussions about their finances and wills. (more…)

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Take Your Executor Into Account When Planning Your Will

“Wait…I’m the executor?!”

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High Net Worth Canadians with U.S. Property and Assets May be Subject to U.S. Estate Taxes

Canadians with a net worth greater than 5.25m and assets held in U.S.  corporations or real estate may be subject to U.S. estate taxes.

Executors have always had a great deal of responsibility, but the job has arguably become more risky as information becomes more readily available.  For more information on the roles and responsibilities of the executor, download our FREE step by step Executor Guide.

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