Case Study: Ensuring a Real Estate Legacy for Minor Children
Deepak, a 57-year-old real estate investor in Ontario, came seeking a solution to a very specific concern.
June 28, 2025
Deepak, a 57-year-old real estate investor in Ontario, came seeking a solution to a very specific concern.
Canada does not have a direct estate tax, but taxes on assets and income after death can significantly reduce the value of an estate.
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.
Daniel is a 65-year-old entrepreneur in the renovation business who has built a successful business and legacy.
Do living trusts go through the probate process in Canada? Living trusts generally do not go through probate in Canada.
James, a successful real estate investor in his early 50s, owned several residential investment properties—houses, condos, and similar assets—through a corporation.
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.
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.
Mohamed, a 75-year-old real estate investor based in Ontario, owns two real estate holding companies along with various personal assets.
Life insurance is often worth it if you have people who depend on your income, you own a business, or you want to protect your estate. The value depends on your financial goals, life stage, and whether the structure of your policy aligns with those goals.