Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

What Types of Powers of Attorney are Used in Canada? It is important to know how a power of attorney or a joint bank account works before you use them. There are risks and advantages to both. You should never feel pressured to sign a power of attorney or to open a joint bank account. 27 Aug

What Types of Powers of Attorney are Used in Canada?

While the prospect of helping out a loved one may seem like an attractive opportunity, the informal nature of these loans carries the risk of non-payment. Relationships change and goodwill can disappear. Lenders may have to turn to legal claims to recoup their funds. 12 Aug

Informal Loan Agreements: Goodwill is Not a Guarantee

An Ontario judge's looming decision on whether to compel the Stronach Group to disclose evidence of any coverup of sexual misconduct may add yet a new dimension to a deepening scandal surrounding the multinational's billionaire founder. 11 Aug

Succession-like Battle Over Family’s Billions: The Stronach Case

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug

Net Family Property (NFP) in Ontario: A Complete Guide

How to Build an Exceptional Estate Plan 10 Aug

Resources: How to Build an Exceptional Estate Plan

Learn why fiduciary access to digital assets matters and how a new Alberta Act would help facilitate access... 07 Aug

Alberta Law Reform: Fiduciary Access to Digital Assets

Executor —the deceased's son— transferred estate properties to himself and his brother without fair market value compensation. His conduct was deemed a significant conflict of interest: favouring certain beneficiaries over others. 06 Aug

Court Removes Deceased’s Son as Estate Executor for “Self-Dealing”

There is no set test to determine capacity which can be applied in all situations. Capacity is time, situation, and task-specific. It can fluctuate based on the type of impending task and across a person’s lifetime. 30 Jul

How is Decision-Making Capacity Assessed?

Planning to Disinherit a Child? Experts Urge a 'Rethink' | Family Disputes | Inheritance Horror Stories | Estates Gone Wrong 22 Jul

Planning to Disinherit a Child? Experts Urge a ‘Rethink’

When you get divorced, it’s not just about dividing your assets or finances; it also affects your estate plan. By following these guidelines, you can make the necessary changes to your estate plan and obtain peace of mind... 15 Jul

How Divorce Affects Your Estate Plan & What To Do

Protecting The Vulnerable: Role Of Notaries In Adult Guardianship 15 Jul

Protecting the Vulnerable: Role of Notaries in Adult Guardianship