Taking the time to gather all the assets and have detailed information about each item goes a long way to helping everyone understand specifics and how this affects them. A BC case recently showcased why clear language is so important to minimize potential challenges to a Will. 26 Jun

Oversight for Wills: Distributing Articles & Personal Effects

For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun

Cautionary Tale: Estate Planning for a Loved One With a Disability

This article will provide a comprehensive overview of capital gains on inherited property in Canada, explain who pays the tax, explore strategies to reduce or avoid it, and answer frequently asked questions to ensure you have a clear understanding of your obligations and options. 24 Jun

How to Avoid Paying Capital Gains Tax on Inherited Property in Canada

When you start thinking about end-of-life planning, you may hear a lot of terms that sound similar. One question many people ask is whether a living will is the same as a DNR order. 24 Jun

FAQ: Is a Living Will the Same As a DNR Order?

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

Using the correct terms is critical in wills, trusts, and other legal documents because these words have significant implications. The wrong word can lead the probate Court to incorrectly interpret your documents and therefore cause an unintended result. 20 Jun

Commonly Confused Legal Terms for Describing Your Loved Ones

Creating an estate plan can protect your family’s finances. Learn why it is important for young families to get an early start on estate planning. 20 Jun

Don’t Wait: Estate Planning for Young Families

If you're having issues with a trustee, you may be asking, "What can I do if a trustee refuses to distribute my inheritance?" Read on to learn what your rights are under California law, what might be causing the delay, and what you can do about it. 19 Jun

Trustee Refusing to Distribute Your Inheritance: California Law

Just about anything that a client says to their lawyer is protected by solicitor-client privilege. This is a cornerstone of our legal system and a fundamental right in Canada. In practice, however, exceptions to privilege are commonplace when the client is deceased. 18 Jun

How Privileged are Estate Planning Discussions with Your Lawyer?

The Anna Nicole Smith estate saga is more than just a celebrity courtroom drama; it's a cautionary tale with lessons for everyone, according to attorney John Levy.  18 Jun

Case Study: Anna Nicole Smith Estate Saga Offers Lessons for All

Valuing collectibles isn’t always straightforward. Discrepancies between perceived and actual value can trigger disagreements that delay probate and even lead to litigation. 18 Jun

The Legal Side of Collectibles & Memorabilia in Estate Disputes

Ontario has changed how inheritance works for separated spouses. If you’re separated and living in Ontario, these new rules could affect who receives your estate whether or not you have a will. 17 Jun

Ontario’s Succession Law: New Rules Affect Separated Spouses