With proper planning and guidance, estate matters don’t have to be stressful. This post will walk you through everything you need to create a solid estate plan in Ontario. 02 Apr

Estate Planning Ontario: A Simple Guide to Getting It Right

Estate disputes can tear families apart and leave valuable assets in limbo. When tensions rise and estate administration becomes impossible, there is a powerful legal solution that many people do not know about: an Estate Trustee During Litigation (ETDL). 25 Mar

“Estate Trustee During Litigation” (ETDL): Benefits & FAQs

What rights do the beneficiaries of a will get and what does it mean for others involved in the administration of the estate? Find out what you need to know, as the executor of an estate... 21 Mar

Executors: What Do Beneficiaries Have a Legal Right to Ask of You?

A contingent beneficiary is a backup beneficiary who inherits assets if the primary beneficiary is unable to, for example, if they predecease you or are unable to accept the inheritance. You likely need a contingent beneficiary to ensure your assets are distributed as intended, even if your primary beneficiary can't receive them.  19 Mar

What is a Contingent (or Secondary) Beneficiary?

In estate planning, a beneficiary designation is the act of naming the person or entity who will inherit specific assets, like life insurance proceeds or retirement account balances, upon your death, bypassing the probate process.  18 Mar

Beneficiary Designations: Bypassing the Probate Process

Sudden wealth is often seen as a dream come true. But the reality is far more complex— What losing $14 Million taught estate planning attorney, Paul Deloughery, about sudden wealth and inheritance... 14 Mar

$14 Million Lesson: The Hidden Dangers of Sudden Wealth

Although still commonly used, in Ontario the term "probate" stopped being officially used on April 1, 1995 (no joke…). What is the process to obtain a Certificate of Appointment, with or without a will? This article answers some of the most common questions... 11 Mar

Frequently Asked Questions About Certificates of Appointment

While beneficiaries have many rights, the reality of probate can still create challenges. Navigating these obstacles is often more manageable when you know what to expect.  05 Mar

What Rights Do Beneficiaries Have During Probate?

While precise global statistics on inheritance disputes are limited, studies and reports from various regions indicate a noticeable rise in inheritance disputes worldwide, often attributed to factors like complex family structures, increased wealth, and more people opting for DIY wills without legal guidance.  03 Mar

Noticeable Rise in Inheritance Disputes Worldwide

Whether you’re an executor tasked with administering a loved one’s estate or a family member seeking to understand what lies ahead, this comprehensive guide will walk you through every step... 25 Feb

Complete Guide to Estate Settlement in Canada

Even the most well-meaning executors may encounter unforeseen difficulties during the estate administration process. Errors in estate administration can make an otherwise simple procedure more difficult. Learn more about these common mistakes and how to avoid them... 24 Feb

Estate Administration in Ontario: Avoiding Common Mistakes

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks