Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

What if you no longer want to include someone in your will? Whether you're navigating a second marriage, dealing with an estranged relative, or leaving your assets to charity, there are reasons to disinherit someone. 13 Jun

Six Reasons to Disinherit Someone and How to Do It Correctly

$500K estate of woman under care of public guardian will go to Winnipeg Foundation. Court finds note leaving only $1 to family and friends, written by woman who led 'solitary life,' is valid... 26 May

Court Rules in Favour of Winnipeg Foundation in $500k Estate Case

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

Lawyers Alison and Jillian Barrett, from Maurice Blackburn, tackle problems everyday Aussies face. In this article, they address the following question– posed by a woman who 'isn't happy with her inheritance'. 25 Apr

Mum’s $20k Inheritance Gift to Charity ‘Upsets’ Daughter: Australia

Charitable Giving: Legacy is More than What You Leave Behind 04 Apr

Charitable Giving: Legacy is More than What You Leave Behind

Recent court ruling underscores a fundamental lesson for charities involved in property or trust matters: clear, formal documentation is essential. Without a properly executed declaration of trust, even well-intentioned trust arrangements can fall short in court. 27 Mar

The Case of The Property Trust: a Cautionary Tale for Charities

A common misconception about donor advised funds is that they are trusts, charitable purpose trusts. At times, lawyers, especially those with expertise in trusts and estates, struggle with this distinction, as do donors. 13 Mar

Donor Advised Funds vs. Charitable Purpose Trusts

The New Charity Funding Crisis: Aid & Education at Risk 20 Feb

The New Charity Funding Crisis: Aid & Education at Risk

Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?