Case Study: Limits of Family Law Claims Against an Estate 09 Jun

Case Study: Limits of Family Law Claims Against an Estate

Successful family business succession requires balancing emotional and rational considerations, family harmony and business performance, tradition and innovation. It demands honest self-assessment, difficult conversations, and sometimes painful decisions. 06 Jun

Mastering Family Business Succession Planning

This case is a testament to how even well-intentioned actions, when shrouded in ambiguity, can ignite protracted legal battles, leaving emotional scars and financial burdens on grieving families. 06 Jun

A Family Divided: Vancouver Condo at Centre of Estate Dispute

Can You Avoid Impending Capital Gain on Your Family Cottage? 05 Jun

Can You Avoid Impending Capital Gain on Your Family Cottage?

Planning for the incapacity of vulnerable adults involves creating legal and practical arrangements to ensure their well-being and financial stability if they become unable to make decisions for themselves. This includes designating substitute decision-makers through powers of attorney or protection mandates, developing comprehensive care plans, and potentially seeking court-appointed guardianship or trusteeship.  05 Jun

Designating Decision Makers for Vulnerable Adults

It's important to carefully consider who you appoint as your digital executor and to provide them with the necessary information to carry out their responsibilities. You may also want to provide instructions on how to handle your digital assets, such as which accounts should be closed, which information should be shared, and how digital property should be distributed.  05 Jun

Estate Planning Designations: What is a “Digital Executor”?

Providing Clear Instructions for Your Digital Executor 05 Jun

Providing Clear Instructions for Your Digital Executor

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

In estate planning, digital accounts such as PayPal, Venmo, and Apple Pay must be considered every bit as much as bank and retirement accounts. Digital accounts can be conveniently closed upon the account holder’s death, provided they plan ahead. 03 Jun

What Happens to Your Virtual Wallets if You Don’t Plan Ahead?

When it comes to succession, psychological factors such as motivation and relationship dynamics are just as important as understanding the business operations and budget, experts say. 03 Jun

Succession Planning: How to Avoid the Drama

A terminal illness diagnosis can be overwhelming, but addressing estate planning promptly can help bring peace of mind. By taking proactive steps, you can ensure your assets are distributed according to your wishes and that your healthcare needs are addressed. 03 Jun

Key Considerations for Estate Planning After a Diagnosis

MAID in Canada refers to Medical Assistance in Dying, a legal health service allowing eligible individuals to receive assistance from a medical practitioner to end their life under specific circumstances defined by federal and provincial/territorial law.  03 Jun

MAID Canada: Eligibility Criteria and Legal Safeguards