Resources - Estate and Succession Planning

Importance of Estate Planning

Ensuring a seamless transfer of wealth with an estate plan

Estate Planning for Spouses and Children Using Testamentary Trusts

Estate Planning: Family Meeting Guide

Estate Complexity – Agent for Executor Tool

Estate Planning for Blended Families

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.

This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property

Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.