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

Mineral rights and royalties represent not just an income stream, but a significant part of your family’s legacy. Proper estate planning ensures that your valuable assets are protected, your beneficiaries are taken care of, and your wealth is preserved for future generations. 11 Sep

Estate Planning For Mineral Rights & Royalties

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

A helpful guide for understanding important words and laws about advance care planning in all provinces and territories across Canada. 09 Sep

Advance Care Planning Canada: Legal Terminology Resource

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