The Lost Inheritance: A Cautionary Tale for Executors | Curated Content | Unclaimed Inheritance | Estates Gone Wrong 24 Oct

The Lost Inheritance: A Cautionary Tale for Executors

Demystifying Estate Planning: Key Definitions You Need to Know | It’s easy to feel overwhelmed by legal jargon and complex terminology. Understanding these essential terms can transform the way you approach your legacy and financial future. 05 Sep

Demystifying Estate Planning: Key Definitions You Need to Know

Money left to Heart and Stroke Foundation in Will Allegedly Misappropriated | Curated Content | Charitable Bequests | Estates Gone Wrong 31 Aug

Alleged Misappropriation of Substantial Charitable Bequest

How to Plan for Incapacity & Guardianship: Canada 18 Aug

How to Plan for Incapacity & Guardianship: Canada

Too many parents take comfort in the misconception that where both parents become incapacitated or die, another family member will automatically take over caring for their children. The reality is, the rights and responsibilities of guardianship do not simply pass to a surviving family member. 10 Jul

Testamentary Guardianship: Safeguarding Your Child’s Future

The potential artificial intelligence has to automate tasks and reduce costs will revolutionize the way we approach estate planning, making it more efficient and accessible. However, you can’t fully trust an AI bot with your estate plan and here’s why. 23 May

AI in Estate Planning: What Every Canadian Needs to Know

Just because the law allows for a testator to hand-write their own will does not make it a good idea, as a recent court decision shows. Even a harmonious family is likely to end up in court, seeking confirmation that the handwritten document was indeed a valid Holograph Will.  30 Mar

Handwritten Will Declared Invalid by Ontario Judge

Leaving Money to Charity so You Don’t Spoil the Kids? | Charitable Bequests | Wealth Management | High Net Worth | Estates Gone Wrong 16 Mar

Leaving Money to Charity so You Don’t Spoil the Kids?

Grieving Families Face "Grisly Problem" | Digital Access After Death | Passwords | Online Accounts | Biometrics | Estates Gone Wrong 15 Mar

Digital Access: Grieving Families Face “Grisly Problem”

A trust is a legal agreement between the person creating the trust, known as the settlor, and a trustee. The trustee is responsible for managing the trust's assets and distributing them according to the settlor's wishes. 14 Feb

Understanding Trusts: Estate Planning in Ontario

Millionaires Can Be Eccentric: The Great Stork Derby | Curated Content | Strange Bequests | Estates Gone Wrong 20 Dec

Millionaires Can Be Eccentric: The Great Stork Derby

In most cases, testators cannot rule from the grave. If you leave certain assets or gifts for certain individuals, you cannot unduly restrict their use of them. 02 Sep

Ruling From the Grave: Are Conditional Bequests Valid?