Inheritance Rules Don’t Always Work The Way You Expect I was recently reminded of a conversation I had last year with an immigrant who wondering why they might need a will. In her home country, wills are not as common as their laws dictate the way inheritance works. Many newcomers Read more
Protect Your Company, Protect Your Legacy Running a business requires careful planning, vision, and ongoing decision making. Most business owners are diligent planners when it comes to operations, growth, and long term strategy. What often gets overlooked is how the business will function if the owner dies or becomes incapacitated. Read more
The Final Return: Tax Steps Executors Can’t Afford to Miss When someone passes away, their tax responsibilities don’t end with their last breath. In fact, for the executor, this is where the tax work truly begins. Preparing the final tax return, often called the “terminal return,” is one of the Read more
Beyond the Will: Prepare Your Executor for What’s Ahead Naming an executor in your will is a vital step in estate planning. But what happens after the ink dries? Many people think naming a trusted family member or friend is all that’s needed. But your executor’s responsibilities begin when yours Read more
The Certified Executor Advisor Advantage: A Lifeline for Executors When someone you love passes away, or when you’re trying to get your own affairs in order, you don’t usually think, “I should find a Certified Executor Advisor.” Instead, you’re faced with questions like: Where do I even start as an Read more
Executor Survival Kit: You’ve Been Named. Now What? So… you’ve just found out you’ve been named executor. Maybe you expected it. Maybe it came out of left field. Either way, it’s official. You’re now the person responsible for settling someone’s estate. And while most people assume this is just a Read more
Navigating Alberta’s Digital Probate Process: A Simple Guide for Families If you’ve recently lost a loved one, you might be facing an unfamiliar and emotional task: managing their estate. One of the first legal steps is often probate , and in Alberta, Canada, there’s good news: the province now offers Read more
How To Avoid Estate Administration Mistakes Administering an estate is a significant responsibility that requires careful attention to legal, financial, and personal matters. Whether you have been named as an executor in a will or appointed as an estate administrator by the courts, you have a fiduciary duty to act Read more
