Did you know Ontario has the highest probate fees in Canada? Learn how Duo Wills, including a lesser known real estate exemption – The First Dealings Exemption, can help you minimize probate fees, protect privacy, and simplify your estate administration.
A Registered Education Savings Plan (RESP) is a powerful tool for your child’s/grandchild’s future, but its benefits can be wiped out without proper RESP succession planning. Read this month’s article and learn how to avoid disaster and protect your RESP benefits.
Did you know that decluttering and organizing your personal and financial documents is an essential step in creating a well thought through estate plan? Learn why decluttering matters in estate planning—and get useful tips to make the process manageable.
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
Have you reviewed your beneficiary designations lately? Do those designations in your life insurance and financial accounts coordinate with your will? Learn 3 reasons why outdated beneficiaries can blow up your estate plan.
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
Are you setting the stage for significant financial and emotional costs by not having an estate plan? Creating one may seem daunting and expensive, but avoiding it can cost more. Learn 3 costs of not having an estate plan.
In Canada probate fees, also known as estate administration tax, can be avoided if you’re smart when designing your estate plan. Learn how you can avoid probate fees.
Agreeing to become mom and dad’s executor is a BIG decision. Will you do whatever’s required to honour their wishes? This article discusses what it takes to be an executor to help you decide if this role is right for you.
Discover how purging your physical and digital spaces leads to informed estate planning. Make room for what matters most. Learn about 5 benefits of decluttering to build a plan that streamlines estate settlement and protects your family .
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