Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors.  02 Dec

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

When someone dies owing more money than their estate contains, the situation becomes an insolvent estate. Understanding the laws governing insolvent estates is crucial for anyone appointed as an estate trustee. 23 Oct

Complete Guide to Understanding Insolvent Estates in Ontario

Are you planning to leave real estate to a loved one under your Will? Do you want that property to be transferred free of debt or other claims? Language matters! 08 Aug

Navigating Bequests of Real Estate: Language Matters!

An executor has both authority and legal duty. With that comes potential risk. Acting without proper guidance can expose you to delays, disputes, or even personal liability. This article highlights the top five executor missteps and how to steer clear of them... 03 Aug

Top 5 Mistakes Executors Make & How To Avoid Them: Ontario

Recent Ontario Court of Appeal ruling reaffirms the modern cost approach in estate litigation: trustees who fail in their duties may not only be removed but may also bear the personal financial burden of their choices. 22 Jul

Personal Liability for Costs Due to Breach of Fiduciary Duty: Ontario

Not all couples want to be married, but there are some legal benefits that come with a government-recognized union. Unmarried couples should consider the following 9 Estate Planning tips... 11 Jul

Estate Planning Tips for Unmarried Couples: United States

Estate Administration: The Biggest Mistakes Executors Make 04 Jul

Biggest Mistakes Executors Make During Estate Administration

Executor Liability: Administration of an Insolvent Estate 03 Jul

Insolvent Estate Administration: Why Transparency is Crucial

When a Will contains vague, contradictory, or incomplete instructions, it doesn’t just create paperwork headaches— it can ignite family disputes that last for years. 11 Jun

What Really Happens When Wills Aren’t Clear?

Even well-intentioned executors can make mistakes that lead to delays, legal issues, or personal liability. Here is a list common pitfalls in estate administration with tips on how to avoid them. By being aware of these, you can proactively take steps to stay on track and out of trouble. 21 May

Common Estate Administration Pitfalls & How to Avoid Them

Groundbreaking Estate Decisions in 2024 & 2025 23 Apr

Groundbreaking Estate Litigation Decisions

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them get their estate in order can provide peace of mind for them and their loved ones. 07 Apr

Estate Planning for the Terminally Ill: A Practical Guide