There can be sentimental reasons to keep inherited real estate, but —unless you plan to use the property personally— you should ask yourself: would you buy that real estate with an equivalent amount of cash? 17 Mar

Inheriting Real Estate: Ask Yourself “Would You Buy it?”

Estate planning and long-term care planning should go hand in hand. A well-prepared plan ensures that assets are managed properly, healthcare preferences are honored, and family members are not left struggling to make last-minute financial decisions. 15 Mar

Estate and Long-term Care Planning Should Go Hand in Hand

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

While contemplating the possibility of incapacity can be uncomfortable, preparing for it with Powers of Attorney and Living Wills is a crucial aspect of responsible planning. By taking these steps, you can ensure your wishes are respected during challenging times. 11 Mar

Planning for Incapacity: Powers of Attorney & Living Wills

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?

March is Fraud Prevention Month and with reported cases of fraud rising, seniors are encouraged to increase their awareness of current scams and learn how they can protect themselves. 10 Mar

Cyber Scams: Fraud Prevention Resources for Canadian Seniors

Changes to the Succession Law Reform Act and Family Law Act 07 Mar

Changes to the Succession Law Reform Act and Family Law Act

While beneficiaries have many rights, the reality of probate can still create challenges. Navigating these obstacles is often more manageable when you know what to expect.  05 Mar

What Rights Do Beneficiaries Have During Probate?

Did you know that in 2022 the Bank of Canada (BoC) and a few large provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? That number keeps growing, despite the government’s best efforts to find the owners. 02 Mar

Hidden Wealth: Unclaimed Assets & Accounts in Canada

Estate planning has traditionally focused on tangible assets like real estate, bank accounts, and personal belongings. However, in a world increasingly reliant on technology, digital assets deserve the same level of attention. 27 Feb

Why Your Digital Assets Matter in Estate Planning

Validity Requirements for Last Wills and Testaments in Ontario 27 Feb

Validity Requirements for Last Wills & Testaments in Ontario