Updating Your Beneficiaries is Critical for Your Estate Plan 28 Mar

Updating Your Beneficiaries is Critical for Your Estate Plan

Divorce significantly impacts estate plans, potentially invalidating provisions naming a former spouse as a beneficiary or executor, so a review and update are crucial.  13 Mar

The Significant Impact of Divorce on Your Estate Plans

Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of Canadian seniors unable to leave their jobs. What can aspiring but anxious would-be retirees do? 13 Mar

Why “Unretirement” May Be the Fate of So Many Canadians

The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success. 04 Mar

Resilient Estate Planning in The Face of Unexpected Life Events

Estate Planning for Blended Families in Ontario | Estate planning becomes more intricate when dealing with blended families, particularly when adult children from previous marriages are involved. Careful consideration of both legal obligations and family dynamics is essential. 04 Feb

Estate Planning for Blended Families in Ontario

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

Separated Spouses and Intestacy: Important Changes Coming in 2025 | A significant change in Ontario’s estate law is about to take full effect, impacting separated spouses and their inheritance rights. 06 Jan

Separated Spouses and Intestacy: Important Changes in 2025

Some events in life have unexpected effects... Inheriting a large sum of money can be like that. It sounds good, but it is often riddled with conflicting emotions and unexpected challenges. 04 Nov

The Unexpected Effects of Sudden Inherited Wealth

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct

Why Estate Planning is More Challenging for Blended Families

In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to their children. But what happens to your estate plan if you remarry? And what if you have children from a prior marriage? 10 Oct

Remarriage: a New Family Calls for a New Estate Plan

Just crafting a will isn’t enough... You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes. Updating your will can also help prevent family squabbles over inheritance down the road. 23 Sep

Crafting a Will is Not Enough: You Need to Revisit Your Estate Plan

Understanding the Role of Prenups in Estate Planning | This article explores the intersection of prenups and estate planning, with a specific focus on how these agreements are utilized in Missouri 27 Aug

Understanding the Role of Prenups in Estate Planning