Alleged Undue Influence & Incapacity Dismissed by Ontario Superior Court 05 Sep

Alleged Undue Influence & Incapacity Dismissed by Court

The First Step: Open Conversation with Loved Ones | Communication Breakdowns | We Need to Talk About Estate Planning | Estates Gone Wrong 05 Sep

The First Step: Open Conversation with Loved Ones

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

estate planning horror stories? money going to the wrong person, incorrect people settling the estate... why you should ask more questions! 02 Sep

“What If” Scenarios: Why You Should Ask More Questions

30 Aug

Litigation Over Lost Will Depletes ‘Very Modest’ Estate

Managing Digital Assets in Estate Planning | Digital Distress | Accessing Online Accounts | Estates Gone Wrong 29 Aug

Managing Digital Assets in Estate Planning

Understanding the Role of Prenups in Estate Planning | This article explores the intersection of prenups and estate planning, with a specific focus on how these agreements are utilized in Missouri 27 Aug

Understanding the Role of Prenups in Estate Planning

Uncover the impact of life's big moments on estate planning. From saying "I do" to gracefully ageing, learn why updating your Will is a must. Get valuable insights into how these events shape your estate planning decisions and tips for navigating them smoothly.  18 Aug

Five Major Life Events That Affect Your Estate Planning 

The Supreme Court recently ruled in favour of Blue Cross, RSPB and RSPCA in the case of a legacy bequest which was challenged by the donor’s daughter. 13 Aug

Important Case Ruling: Contested Wills and Charities in the UK

While the prospect of helping out a loved one may seem like an attractive opportunity, the informal nature of these loans carries the risk of non-payment. Relationships change and goodwill can disappear. Lenders may have to turn to legal claims to recoup their funds. 12 Aug

Informal Loan Agreements: Goodwill is Not a Guarantee

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug

Net Family Property (NFP) in Ontario: A Complete Guide

How to Build an Exceptional Estate Plan 10 Aug

Resources: How to Build an Exceptional Estate Plan