If you have kids, you need to name a guardian for them when making your will. Consider these steps to help you make this important decision. 25 Jul

5 Steps to Choosing a Guardian for Your Children

Different kinds of life events will have different impacts on your finances. If you’re going through one of these life transitions or are preparing for a change, this article has information that you might find valuable... 14 Jul

Overcoming The Financial Impacts of Major Life Events

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

Five Reasons You Should Consult a Tax Advisor During the Estate Litigation Process 26 Jun

5 Reasons to Consult a Tax Advisor During Estate Litigation

Looking to transition your business to the next generation? Many entrepreneurs have learned the hard way, simply having adult children or relatives that could potentially run the family business is no guarantee that the transition will go smoothly. 24 Jun

Do Your Kids Really Want to Take Over the Family Business?

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

Do your loved ones know your wishes should you become incapacitated? Making decisions without clear directions from you can be extremely difficult. Every Canadian adult should have a living will... 22 Mar

Advance Directives: What Should be Included in Your Living Will?

Navigating Inheritance Disputes Between Siblings | Curated Content | Family Disputes | Ontario Law | Estates Gone Wrong 18 Mar

Navigating Inheritance Disputes Between Siblings

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”

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada