Recent Ontario Court of Appeal decision provides an important lesson to farming families and their professional advisors: good intentions and family loyalty, while laudable, are no substitute for clear, enforceable agreements. 05 Sep

Court Decision: Important Lesson for Ontario Farming Families

Life Insurance is more than just a safety net. It’s a strategic tool. Learn how life insurance is not just about risk— it’s about opportunity... in this in-depth guide to understanding the different types of Life Insurance for Estate Planning in Canada. 05 Sep

Understanding The Role of Life Insurance in Estate Planning

It is important to clearly document and communicate intentions when making either a loan or a gift to a family member. Sometimes we assume a verbal agreement is sufficient but having clear written documentation removes uncertainty and mitigates the risk of disputes arising after the fact. 05 Sep

A Family Feud Unwrapped in Court: Gifts vs Loans

Even if AI tools produce legal documents that look valid, the risks are obvious. Can the court step in and fix errors in an AI-generated Will? 04 Sep

Testator Intent: AI Generated Wills Lack “Proof & Context”

Ontario Estate Court Forms Revamped: Key Changes You Need to Know 29 Aug

Ontario Estate Court Forms Revamped: Key Changes

This summer, the Montana Supreme Court had to weigh in on a modern question: can a selfie video serve as a person’s last Will? The short answer was no. Stories like the Montana case can be useful teaching tools. They help illustrate that intent is only half the battle—validity is the other.  28 Aug

Selfie Video Last Will and Testament? Still a Step Too Far!

Landmark Supreme Court of Canada decision, from 1991, established principles for proving undue influence in trust cases: the Geffen v. Goodman family and trust estate dispute... 28 Aug

Landmark Supreme Court of Canada Decision: Undue Influence

While a letter of wishes is not legally binding, it can still serve as a useful tool and an added “personal touch” to an estate plan, offering clarity on decisions, ensuring wishes are understood and guiding those involved in the administration of the estate. 22 Aug

The Letter of Wishes: A Personal Touch to Your Estate Plan

What happens when parents don’t choose guardians properly? The courts step in. Your children become part of a legal process instead of seamlessly transitioning to the loving family member you had in mind. Understanding the legal framework will help you make better decisions for your family. 21 Aug

Complete Guide to Choosing a Guardian in Ontario

Common themes in inheritance disputes include challenges to a will's validity, unfair or unequal asset distribution, family dynamics and pre-existing tensions, lack of clear estate planning, and issues with executor misconduct or mismanagement.  21 Aug

Inheritance Disputes: Common Themes & Recent Cases (Ontario)

This article outlines the key estate planning laws you need to know in BC, including requirements for wills, powers of attorney, representation agreements, and probate procedures. 20 Aug

Estate Planning Laws in BC: Legal Guidelines & Requirements

In Canada, most trusts are separate legal entities taxed under strict rules in the Income Tax Act. Proper structuring is essential to reduce tax and avoid reporting issues. Regular reviews with your accountant and estate planning lawyer help prevent surprises. 14 Aug

Taxation of Trusts in Canada: How Does it Work?