Why Transparency Matters: The Importance Of Open Dialogue | Curated Content | Communication Breakdowns | Estates Gone Wrong 12 Sep

Why Transparency Matters: The Importance Of Open Dialogue

Charities named as beneficiaries are generally treated in the same way as an individual, save for tax considerations. They will want to be respectful of the Deceased’s wishes. 10 Sep

Inheritance Disputes Over Charitable Giving: What to Expect

Understanding Power of Attorney for Personal Care in Ontario | Long-Term Care | Elder Care | Power of Attorney | Estates Gone Wrong 09 Sep

Understanding Power of Attorney for Personal Care: Ontario

Alleged Undue Influence & Incapacity Dismissed by Ontario Superior Court 05 Sep

Alleged Undue Influence & Incapacity Dismissed by Court

The First Step: Open Conversation with Loved Ones | Communication Breakdowns | We Need to Talk About Estate Planning | Estates Gone Wrong 05 Sep

The First Step: Open Conversation with Loved Ones

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman | Curated Content | Elder Care | Court Rulings | Estates Gone Wrong 05 Sep

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Ontario Superior Court Removes Estate Executor to Resolve Deadlock | Property Pitfalls | Family Disputes | Case Ruling | Estates Gone Wrong 03 Sep

Ontario Superior Court Removes Estate Executor to Resolve Deadlock

estate planning horror stories? money going to the wrong person, incorrect people settling the estate... why you should ask more questions! 02 Sep

“What If” Scenarios: Why You Should Ask More Questions

30 Aug

Litigation Over Lost Will Depletes ‘Very Modest’ Estate

Managing Digital Assets in Estate Planning | Digital Distress | Accessing Online Accounts | Estates Gone Wrong 29 Aug

Managing Digital Assets in Estate Planning