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I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

Estate planning can be especially complex for families who are subject to both the U.S. tax system (including U.S. income tax and U.S. transfer tax) and the Canadian income tax system. To maximize the amount of wealth transferred to your heirs when you...

If you are getting close to retirement, or have just recently retired, there are many financial details that you need to address, such as applying for government benefits and converting your registered plans to provide you with pension income. To help...

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

Are you a U.S. person living in Canada?

I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor. —David Chilton