Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

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

Homemade wills can create confusion, delay and heartbreak for the very people you’re trying to protect. A will is one of the most important legal documents a person will ever sign. Spending an hour with an estate lawyer is not a luxury — it’s a safeguard against the horrors of homemade wills. 21 Oct

Cautionary Tales of DIY Gone Awry: The Horrors of Homemade Wills

To determine whether the photocopy could be admitted, the Ontario Superior Court of Justice applied the "four-part legal test for admitting a lost will" and found that all four criteria were satisfied... 20 Oct

Ontario Court Ruling: Photocopy of Lost Will Deemed Admissible

A successful dependant support application requires clear, detailed and credible evidence. This article explores these requirements, highlighting key principles from recent case law. 15 Oct

Burden of Proof: Building a Strong Dependant Support Claim

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct

The Time to Discuss The Future of The Family Farm is Now!

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 09 Oct

Tax-Smart Inheritance Strategies for Canadians

Few legal disputes are as personal and emotional as challenging a will. Whether you are considering contesting a will or defending against a challenge, you should know what to expect... 08 Oct

Contesting a Will in Ontario: How it Works & What to Expect

Talking about money is never easy, especially when it involves inheritance, and in many wealthy families, conversations about who gets what, when, and why can feel uncomfortable. Learn how to have constructive talks regarding wealth, values, legacy. 06 Oct

Family Wealth Conversations: Strategies That Work

A spousal trust can be very beneficial for your family’s financial future. But the execution of such a trust requires careful consideration and planning as trustees must balance the current needs of the surviving spouse with the future inheritance of the heirs. 06 Oct

Spousal Trusts: Selecting the Right Trustee

Being an executor is an important job and frankly, some people are going to be better at it than others. Avoid making a big mistake by heeding this advice from Patrick O’Brien, CEO and co-founder of Executor.org 03 Oct

Warning Signs That You’re Choosing The Wrong Executor

It is crucial for individuals to fully understand the significant implications and constraints of mutual wills before committing to them. 02 Oct

Mutual Wills: Know The Risks Before You Commit!