Many attorneys recommend trusts to their clients, but not everyone needs a trust. Here are some frequently asked questions about trusts, as well as answers to help you decide if a trust might be useful in your situation. 24 Jan

Frequently Asked Questions: Understanding Trusts

Assuming testamentary capacity, more frequent reviews of all estate planning documents should be undertaken later in life, not only to remind will makers of the provisions in their wills, but to help prevent unintended outcomes. 23 Jan

Canadians are Living Longer: Estate Planning Considerations

Securing Your Life's Work Beyond Succession | Estate planning is vital to preserving hard-earned success and safeguarding both business and personal legacies for future generations. 21 Jan

Securing Your Life’s Work: Legacy Planning for Business Owners

Trying to figure out the best way to pass your home to your children? Making the right choice between a gift or trust can save your family money and headaches in the long run. 17 Jan

Gift or Trust? The ‘Correct Way’ to Pass Your Home to Your Children

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?

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

There are numerous factors at play in this increase in probate disputes; we have an ageing population, with diverse family members and estates that are worth increasing amounts. Couple that with people being more aware that they can bring some sort of claim, and there is a perfect recipe for an increase in claims. 10 Jan

What is Causing the Increase in Contentious Probate Claims?

Demystifying Estate Planning Terminology: A Glossary of Essential Terms You Need to Know 10 Jan

Demystifying Estate Planning: A Glossary of Essential Terms

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Separated Spouses and Intestacy: Important Changes Coming in 2025 | A significant change in Ontario’s estate law is about to take full effect, impacting separated spouses and their inheritance rights. 06 Jan

Separated Spouses and Intestacy: Important Changes in 2025