Probate
Probate — All content on The Advisors Table.
Episodes
SoloEstate Planning Explained: Will vs. Trust In Canada
How wills, beneficiary designations, joint ownership, and trusts actually control your assets in Canada – and why many families discover critical estate planning gaps only after a crisis occurs.
- Estate Planning
- Wills & Estates
- Trust Planning
GuestMost Wills Fail. Here's Why
Why most wills fail in Canada – not due to drafting, but because they become outdated, clash with laws, and fail to reflect real family and asset changes over time and across jurisdictions
- Wills & Estates
- Estate Planning
- Executor Planning
SoloCRA Tax Rule That Wipes Out Inheritances
How death can trigger layers of tax that erase millions in family wealth – exposing business owners and estates to probate, liquidity crisis, and devastating double and triple taxation without proper planning.
- Estate Planning
- Post-Mortem Planning
- Probate
SoloCRA Takes 80% When You Die
How dying with an incorporated business can trigger layers of tax that devastates family wealth – and why post-mortem planning is critical before it's too late.
- Estate Planning
- Post-Mortem Planning
- Probate
EpisodeThe $10M Tax Bill When A Business Owner Dies
How one founder built a $50M company but left his family exposed to over $10 million in tax, probate delays, and succession chaos due to missing estate planning.
- Estate Planning
- Post-Mortem Planning
- Succession Planning
Posts
Do You Need A Holding Company In Canada? The 5 Signs
A holding company can save hundreds of thousands in tax – or add needless complexity. Learn the five signs it makes sense, from surplus cash and investments to asset protection and business sales.
CRA Bare Trust Rules 2026: Joint Accounts & Family Explained
CRA Bare Trust Rules 2026: Joint Accounts & Family Explained
Are joint bank accounts a bare trust? With Bill C-15 now law, here's what the 2026 CRA bare-trust rules mean for joint accounts, parent–child accounts, in-trust-for accounts, and a parent on title of a home — in plain English.
