With spring in the air, many of us feel inspired to do some cleaning and clear the clutter. While the task may seem daunting, did you know it’s also an essential step in creating a well-thought-out estate plan? 06 Apr

How Decluttering Can Help Streamline Estate Administration

It is best to customize a will or trust to your specific situation. Sometimes you want more say in how or when your beneficiaries will acquire and use your assets. For this reason, several clauses are commonly included in wills or trusts... 02 Apr

Types of Clauses Commonly Included in Wills or Trusts

With proper planning and guidance, estate matters don’t have to be stressful. This post will walk you through everything you need to create a solid estate plan in Ontario. 02 Apr

Estate Planning Ontario: A Simple Guide to Getting It Right

5 Key Steps for Retirement and Estate Planning in 2025 28 Mar

5 Key Steps for Retirement and Estate Planning in 2025

The initial loss of a loved one is a traumatic experience all on it’s own, but the multitude of losses that follow are surprising, and just as painful. These "secondary losses" are all the messy, unexpected, complicated consequences that come after loss; they exacerbate feelings of sadness, isolation, and stress. 20 Mar

Secondary Losses: The Ripple Effect of Losing a Loved One

Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border & Multijurisdictional Estate Matters

Cost of Care Calculator & Long-Term Care Options: By State 18 Mar

Cost of Care Calculator & Long-Term Care Options: By State

Being an executor is no easy task. While it can be a great honor, the role comes with significant responsibilities and potential risks. Before agreeing to serve as an executor, make sure you understand the scope of your duties and the possible hazards involved.  16 Mar

Surprising Hazards of Being an Executor: Know the Risks!

For a loved one struggling with an addiction, a direct inheritance could be dangerous. However, disinheriting an addicted adult child is NOT the only option. Thankfully, there is an alternative estate planning solution available. 12 Mar

Before You Disinherit a Loved One Struggling with Addiction…

While contemplating the possibility of incapacity can be uncomfortable, preparing for it with Powers of Attorney and Living Wills is a crucial aspect of responsible planning. By taking these steps, you can ensure your wishes are respected during challenging times. 11 Mar

Planning for Incapacity: Powers of Attorney & Living Wills

Sometimes, an estate’s debts and liabilities are greater than its assets. In Canada, an insolvent estate can only be assigned into bankruptcy with the court's permission. This is specifically outlined in Section 49(1) of the Bankruptcy and Insolvency Act (BIA). 10 Mar

Assigning an Involvent Estate into Bankruptcy: Canada

As individuals approach the end of life, families often find themselves at the heart of crucial care decisions. It is essential for families to communicate openly, ensuring that all members feel supported and included in the decision-making process. 26 Feb

Understanding The Role of Family in End-Of-Life Care Decisions