Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?

Your death will create emotional, legal, and financial challenges for your loved ones. Explore what NOT TO DO when planning your estate. 14 Dec

What “NOT TO DO” When Planning Your Estate

Inside Billionaire Rupert Murdoch’s Family Trust Battle 13 Dec

Inside Billionaire Rupert Murdoch’s Family Trust Battle

Special Needs Adults: Presumption of Capacity & Individual Rights | Can a court make a parenting order for an adult child living with a disability without giving them an opportunity to participate in the proceeding? 12 Dec

Special Needs Adults: Presumption of Capacity & Individual Rights

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

In today’s increasingly digital world, traditional processes are being transformed by technology, and estate planning is no exception. Recent developments in technology and changes to the legal landscape are creating room for the possibility of electronic wills... 10 Dec

Electronic Wills: The Future of Estate Planning in Ontario

Defusing Trust Disputes: A Guide to Conflict Resolution 06 Dec

Defusing Trust Disputes: A Guide to Conflict Resolution

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. 06 Dec

Avoiding 4 Main Obstacles: Digital-Era Estate Planning

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec

Strategies to Reduce Your Final Tax Return: Canada

Preventing Loved Ones from Internet Scams: Powers of Attorney 05 Dec

Preventing Loved Ones from Internet Scams: Powers of Attorney

There’s no escaping taxes when settling an Estate. An executor/trustee is responsible for filing tax returns for both the deceased and the Estate itself. Here is a preliminary list of tax activities to consider throughout the settlement process... 04 Dec

Estate Settlement and Taxes: What You Need to Know