Roles of Executors and Beneficiaries of an Estate: What You Need to Know
Navigating the estate settlement process in Alberta requires a clear understanding of the distinct roles and legal boundaries between executors and beneficiaries. Our succession and estate planning team provides the guidance needed to manage terminal tax returns, trust compliance, and asset distributions with total confidence.
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Spring Cleaning Your Estate: Wills, Powers of Attorney, and Probate
Tax season is over, making it the perfect time to focus on the "Big Picture" of your estate plan. Did you know that marriage and divorce have specific impacts on your will under Alberta law? Or that you can bypass probate fees and delays by naming direct beneficiaries on your RRSPs and TFSAs? Our latest guide helps you "spring clean" your financial legacy and ensure your plan is up to date.
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Do You Need a Will? Understanding Informal Wills in Alberta
A will doesn’t have to be complicated. In Alberta, even a handwritten note can be legally valid—but is that the best way to protect your final wishes? Our latest blog breaks down what a will is, the different types (formal, holograph, and military), who carries them out, and why having one matters. Whether you’re planning your estate now or just curious about your options, we’ll help you understand how to make sure your assets are handled the way you want.
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Understanding Executor Fees for Estates in Canada
Settling an estate can be complex and time-consuming. Executors play a vital role in carrying out a deceased person’s final wishes. In this blog, we explore the basics of executor fees in Canada and key considerations for executors and beneficiaries.
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