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Articles By Debbie Stanley, TEP, MTI:

Executor discusses terms of will with survivors

Estate Planning

How executors get paid in Canada

Understanding the tax implications, benefits and pitfalls of executor compensation.

How executors get paid in Canada
Intergenerational couples celebrate outside family home

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Can transferring ownership of a house help avoid probate tax?

Transferring ownership of a house while parents are still living can significantly affect probate tax, but there are other...

Can transferring ownership of a house help avoid probate tax?
Warm family photo after talking about advanced care planning.

Estate Planning

Caring for aging parents in Canada: Financial challenges and strategies for relief

Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could...

Caring for aging parents in Canada: Financial challenges and strategies for relief
Family wearing red coats, for Valentine’s Day, give the gift of a will and an estate plan

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Three reasons to have a will and estate plan
Father with adult children, toasting during good times. The father is happy as he's taken care of his estate and avoided probate fees in Ontario.

Estate Planning

How to avoid or reduce probate fees in Ontario

Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...

How to avoid or reduce probate fees in Ontario
family at the cottage, with its future generation of owners

Vacation Homes

Family legacy: How to pass along the family cottage—and 3 things to avoid

Discover key strategies from estate planning lawyer Peter Lillico on preserving your family’s cherished cottage for generations to come.

Family legacy: How to pass along the family cottage—and 3 things to avoid
Daughter writes in asking about how to avoid probate in Canada for her mother's estate

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How to avoid probate fees in Canada

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to...

How to avoid probate fees in Canada
A niece takes care of her uncle as power of attorney, is not his estate trustee.

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When does the role of power of attorney end—and estate trustee begin?

There are various roles for estate planning, including the POA and the estate trustee. Find out the difference between...

When does the role of power of attorney end—and estate trustee begin?
A Canadian family in the kitchen talking about wills and estate planning.

Estate Planning

How important are wills and estate planning for Canadians?

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.

How important are wills and estate planning for Canadians?