Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners

Choosing the right estate planning attorney is vital for ensuring that your wishes are honored and your assets are properly managed. By following these tips, you can ensure a smoother transition of assets and provide peace of mind for yourself and your loved ones. 25 Sep

How Do I Choose The Right Estate Planning Attorney?

Ontario Executors: Glossary of Terms | Are you stuck trying to understand some of the terms you run across as an Ontario Executor? No need to Google them. Here's an "A to Z" list —in plain English— to help. These Ontario Executor Terms Keep You Out of Hot Water.  23 Sep

Ontario Executors: Comprehensive Glossary of Terms

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep

Filing a Final Tax Return in Canada: a Step-by-Step Guide

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

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?

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

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug

Net Family Property (NFP) in Ontario: A Complete Guide

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?

This comprehensive guide explores what a holographic will is, the legal requirements it must meet, potential drawbacks, and why you probably need a more robust estate planning solution. 30 Jul

Resources: a Comprehensive Guide to Holographic Wills