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Death & Estate Taxation Compliance Explained
When an individual dies, the personal representative or executor has a primary duty to ensure...

What is an Agent for Executor?
An agent to the named executor in a Will is an advisor who the named...

Plan for Death to Enhance your Life | Pamela Maass Garrett| TEDxGrandJunction
This is a brief and inciteful reminder that purposeful planning is a beautiful gift to...

The Top 3 List of Complaints to consider a Professional Executor
Top 3 Complaints of Executors 1. Time consuming2. Stress and unpleasant family conflict3. Difficulty of...

CRA Links on Death and Estate Taxes
CRA publication What to do when someone has died Prepare Tax Returns for someone who...

Managing Estate holdbacks – How much should executors hold back?
Learn More --> One of my number one questions from executor clients is "how much...