Estate Accounting
An administrative and accounting support to free you from the complex and time-consuming tasks of being an Executor or Trustee, while ensuring that estate accounting rules are followed and that you are paid for the work that you do.
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Tips for Saving Probate Fees
What Is Probate? Probate is the process of having an individual appointed by the Court as an Estate Trustee (also…
Young Beneficiaries – Information for Parents and Estate Trustees
Did you know that a child under the age of 18, referred to legally as a minor, is actually not…
Should I name my Estate as a Beneficiary?
It often makes good financial sense for spouses to name each other as the beneficiaries of their Registered Retirement Savings…
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Executor Compensation FAQs
Executors (now called estate trustees) often have many questions about their compensation. These are a few of the most common…
Acting as an Executor? What You Need To Know About the Estate Information Return
I’m an executor and have been told that I need to file an Estate Information Return. What is that? An…
Scattering of Ashes
My mother passed away. I would prefer her remains to be cremated but my brother wants a traditional burial. Who…
RRSP Rollover to RDSP…Can it be done?
Yes, it is possible for a deceased’s RRSP to rollover to a beneficiary’s RDSP. Let’s start by looking at the…
I’m executor of my brother’s estate….how do I deal with all of his digital assets?
Unfortunately for executors, there is not much guidance to be gleaned from the law when it comes to dealing with…
Elder Abuse: Where to go for Help
Generally speaking, elder abuse is any act that harms or threatens to harm someone who is 65 or older. Elder…
