A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

What Happens if a Person Has Multiple Wills in Ontario? 28 May

What Happens if a Person Has Multiple Wills in Ontario?

A substitute decision-maker is a designated person authorized to make decisions on behalf of a patient who is unable to make important decisions about their own personal care. 13 May

Understanding the Role of Substitute Decision-Maker in Ontario

Giving a chronic overspender an inheritance in hope that it will help change their money behavior is almost always magical thinking. Most lump sum inheritances disappear within a few years in the control of an overspender. 02 Aug

How To Protect Your Spendthrift Heir From Themselves

You must evaluate your reasoning if you disagree with an estate executor in Ontario. Personal disputes do not qualify for legal intervention and should be solved through communication instead. 02 Jul

What If I Disagree With an Estate Executor in Ontario?

Your plans for the future are a big deal— so much so that you shouldn’t trust just anyone to prepare them for you. Here's how to interview an Estate Planning Attorney... 15 Mar

How to Interview an Estate Planning Attorney

The U.S. Supreme Court’s Most Important Decision Affecting the Law of Trusts & Estates Was Decided a Very Long Time Ago 31 Oct

U.S. Supreme Court Decision Altered Trust & Estate Law