When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

This guide explores how to manage and distribute valuable collections during estate settlement, including legal considerations, valuation techniques, and strategies for avoiding conflicts. 09 Jan

Valuable Collections During Estate Settlement: Handle with Care

06 Jan

Create a More Effective Estate Plan: Tips & Best Practices

Estate planning is more than just drafting legal documents—it’s about preparing your loved ones for the future. The alternative—keeping plans under wraps—can leave loved ones unprepared... 01 Jan

How Transparency Prevents Conflict in Estate Planning

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both

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

Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov

Guide to Completing a Survivorship Application in Ontario

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct

Why Estate Planning is More Challenging for Blended Families

In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to their children. But what happens to your estate plan if you remarry? And what if you have children from a prior marriage? 10 Oct

Remarriage: a New Family Calls for a New Estate Plan

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

Choosing the right estate planning attorney is vital for ensuring that your wishes are honored and your assets are properly managed. By following these tips, you can ensure a smoother transition of assets and provide peace of mind for yourself and your loved ones. 25 Sep

How Do I Choose The Right Estate Planning Attorney?

A helpful guide for understanding important words and laws about advance care planning in all provinces and territories across Canada. 09 Sep

Advance Care Planning Canada: Legal Terminology Resource