High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep

Estate Executor “Self-Dealing” Assets: Conflict of Interest

Consideration of digital assets is now a necessary part of a complete estate plan. This is a rapidly evolving area of the law, and one that is increasing in importance each year. On the bright side, it presents an excellent reason to think about the things that mean the most in your life... 26 Sep

Navigating the Digital Afterlife: Your Online Legacy

No matter how little or how many assets you have, every person should go through the estate planning process. At a minimum, you should review and reassess your estate planning documents whenever these eight events occur... 18 Sep

Eight Big Events: When You Should Review Your Estate Plan

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

In the legal world, “testamentary intentions” refer to a person’s wishes for the administration of their estate and distribution of their assets after death. 30 Aug

Testamentary Intention: The Interpretation of Wills

While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug

Basic Guide to The Probate Court Process in Ontario

How to Plan for Incapacity & Guardianship: Canada 18 Aug

How to Plan for Incapacity & Guardianship: Canada

If a personal representative wishes to purchase estate assets, it should be with the consent of all beneficiaries or occur at fair market value with the approval of the court. 14 Aug

BC Supreme Court Ruling: When “Self-Dealing” May Be Allowed

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. In reality, life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. 29 Jul

10 Life Events that Signal it’s Time to Review Your Estate Plan

Too many parents take comfort in the misconception that where both parents become incapacitated or die, another family member will automatically take over caring for their children. The reality is, the rights and responsibilities of guardianship do not simply pass to a surviving family member. 10 Jul

Testamentary Guardianship: Safeguarding Your Child’s Future

Five Reasons You Should Consult a Tax Advisor During the Estate Litigation Process 26 Jun

5 Reasons to Consult a Tax Advisor During Estate Litigation

Looking to transition your business to the next generation? Many entrepreneurs have learned the hard way, simply having adult children or relatives that could potentially run the family business is no guarantee that the transition will go smoothly. 24 Jun

Do Your Kids Really Want to Take Over the Family Business?