Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border and Multijurisdictional Estate Matters

A common misconception about donor advised funds is that they are trusts, charitable purpose trusts. At times, lawyers, especially those with expertise in trusts and estates, struggle with this distinction, as do donors. 13 Mar

Donor Advised Funds vs. Charitable Purpose Trusts

Although still commonly used, in Ontario the term "probate" stopped being officially used on April 1, 1995 (no joke…). What is the process to obtain a Certificate of Appointment, with or without a will? This article answers some of the most common questions... 11 Mar

Frequently Asked Questions About Certificates of Appointment

Can You Decline or Step Down as Power of Attorney in Canada? 10 Mar

Can You Decline or Step Down as Power of Attorney in Canada?

Validity Requirements for Last Wills and Testaments in Ontario 27 Feb

Validity Requirements for Last Wills and Testaments in Ontario

Saskatchewan Court Ruling on Digital Message: Is it a Will? 19 Feb

Saskatchewan Court Ruling on Digital Message: Is it a Will?

Careful planning and collaboration with estate professionals can help you avoid these common mistakes, ensuring your will effectively supports your loved ones and secures your legacy. Here are some thoughts to help you get your estate planning process underway. 19 Feb

Getting Your Estate Planning Process Underway: Dos and Don’ts

Executor on the Case: Becoming a Detective for Missing Assets | Much has been written on the topic of missing heirs: how to find them, and what to do if you can’t. But what happens if you have missing assets? How do you practically move forward with an estate administration when you don’t know, well, what assets you’re administering? 14 Feb

Executor on the Case: Becoming a Detective for Missing Assets

Estate Planning Services: Has the AI Revolution Arrived? 13 Feb

Estate Planning Services: Has the AI Revolution Already Arrived?

Dealing with a loved one’s digital assets after their death can be complicated, especially in the absence of a clear legal framework. This article will take you through what a digital asset is and how to handle them. 12 Feb

Handling Digital Assets: Legal Considerations in the UK

Don't Wait until it's Too Late: Communicate Your Plans with Your Family 10 Feb

Don’t Wait: Communicate Your Plans with Your Family

While creating a legal will is essential for the transfer of wealth, it’s just one part of the process. To be sure your wishes are truly honoured, your financial legacy preserved, and your family is supported, you need a comprehensive estate plan. Moreover, you need to communicate that plan effectively. 06 Feb

Unlocking Your Legacy: Estate Planning Conversations are Critical