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Case Study: Ensuring a Real Estate Legacy for Minor Children Using a Trust and Life Insurance
Deepak, a 57-year-old real estate investor in Ontario, came seeking a solution to a very specific concern: how to ensure that his $7 million in investment properties would go directly to his two minor children when he passed away—without being diverted or lost along the way.
How to Avoid Estate Tax in Canada in 2025
Canada does not have a direct estate tax, but taxes on assets and income after death can significantly reduce the value of an estate.
Guide to Holding Property in a Trust in Ontario
If you’re looking into holding property in trust in Ontario, you likely want to understand how it works and whether it’s the right choice for you.
Case Study: Using a Trust and Insurance to Preserve a $12M Real Estate Portfolio for the Next Generation
Daniel is a 65-year-old entrepreneur in the renovation business who has built a successful business and legacy.
How to Avoid Capital Gains on a Cottage in Ontario
Avoiding capital gains tax on a family cottage is one of the most emotional and financially sensitive parts of estate planning in Ontario.
Do Living Trusts Go Through Probate in Canada?
Do living trusts go through the probate process in Canada? Living trusts generally do not go through probate in Canada.
Case Study: Life Insurance as a Strategic Estate and Tax Planning Tool for a Real Estate Investor in His 50s
James, a successful real estate investor in his early 50s, owned several residential investment properties—houses, condos, and similar assets—through a corporation.
Are Legal Fees for Wills Tax-Deductible in Canada?
In Canada, legal fees for drafting a will are generally not tax-deductible for individuals. The Canada Revenue Agency does not allow individuals to claim legal expenses incurred for personal matters as tax deductions.
Can a Sole Beneficiary Be an Executor of a Will in Canada?
In Canada, can the sole beneficiary be an executor of a will as well? Yes, a beneficiary can also be an executor of a will in Canada.
