If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

What Types of Powers of Attorney are Used in Canada? It is important to know how a power of attorney or a joint bank account works before you use them. There are risks and advantages to both. You should never feel pressured to sign a power of attorney or to open a joint bank account. 27 Aug

What Types of Powers of Attorney are Used in Canada?

Don't Let Denial Delay Long-Term Care Planning | Curated Content | Elder Care | Estate Planning | Estates Gone Wrong 27 Aug

Don’t Let Denial Delay Long-Term Care Planning

Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan. It's also wise to select backups in case your primary selections are unavailable. 16 Aug

Designations: Key Roles to Include in Your Estate Plan

How to Build an Exceptional Estate Plan 10 Aug

Resources: How to Build an Exceptional Estate Plan

Having the Correct Power of Attorney is Crucial: Understand the Different Types 06 Aug

Having the Correct POA is Crucial: Understand the Different Types

There is no set test to determine capacity which can be applied in all situations. Capacity is time, situation, and task-specific. It can fluctuate based on the type of impending task and across a person’s lifetime. 30 Jul

How is Decision-Making Capacity Assessed?

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

Legal issues faced by the elderly population arise in almost all areas of legal practice; however, most commonly in real estate law, family law, human rights law, and wills and estates law. 21 Jun

Power of Attorney & Estate Planning: Elder Law Canada

Your Living Will: a Crucial Component of a Complete Estate Plan 28 May

Living Will: a Crucial Component of a Complete Estate Plan

Discussing your estate plan with difficult family members can feel daunting, but with patience, empathy, and a dash of humor, you can navigate the conversation effectively. By approaching it with kindness and understanding, you can ensure your wishes are clearly communicated and respected, keeping the family harmony intact—even if it means cracking a joke or two along the way. 27 May

How to Talk to Your Family about Your Fiduciary Choices

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May

Passing Down Your Business to The Next Generation