When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

There are numerous factors at play in this increase in probate disputes; we have an ageing population, with diverse family members and estates that are worth increasing amounts. Couple that with people being more aware that they can bring some sort of claim, and there is a perfect recipe for an increase in claims. 10 Jan

What is Causing the Increase in Contentious Probate Claims?

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

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Separated Spouses and Intestacy: Important Changes Coming in 2025 | A significant change in Ontario’s estate law is about to take full effect, impacting separated spouses and their inheritance rights. 06 Jan

Separated Spouses and Intestacy: Important Changes in 2025

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets 04 Jan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets

Blockchain technology is changing the way we think about digital ownership and estate planning. By understanding how blockchains work and how digital assets are stored and transferred, one can make informed decisions about how to protect these assets for future generations. 02 Jan

Blockchain Technology: Digital Ownership & Estate Planning

The GTA offers a wealth of resources to support your estate planning efforts. From legal professionals to financial advisors, you can access a network of experts to guide you through the process. 02 Jan

The Essential Guide to Estate Planning for Families in the GTA

Estate planning is more than just drafting legal documents—it’s about preparing your loved ones for the future. The alternative—keeping plans under wraps—can leave loved ones unprepared... 01 Jan

How Transparency Prevents Conflict in Estate Planning

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both