This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

Groundbreaking Estate Decisions in 2024 & 2025 23 Apr

Groundbreaking Estate Litigation Decisions

Canadian Estate Law: The Presumption of Resulting Trust 04 Feb

Canadian Estate Law: The Presumption of Resulting Trust

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

An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan

Inter Vivos Transfer of Property: Key Characteristics & Criteria

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

Loucks & Loucks LLP – Barristers & Solicitors – Powers of Attorney, Wills, Trusts, Estates & Estate Planning – Chesley, Ontario, Canada 10 Sep

Loucks & Loucks | Barristers & Solicitors | Chesley Ontario

02 Sep

Siblings Battle Over Highly Collectible 1964 Ferrari

The multibillion-dollar fortune belonging to the reclusive Hermès heir has seemingly vanished months after he promised to donate a large chunk of his colossal inheritance to his gardener. 01 Aug

Hermès Heir’s $13B Fortune Has ‘Seemingly Vanished’

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan

Inter Vivos Gifts: What Are They? How Do They Work?

Family Enterprise Canada: Effective Estate Planning Tools 21 Feb

Family Enterprise Canada: Effective Estate Planning Tools