Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov

Guide to Completing a Survivorship Application in Ontario

If you’ve ever wondered about the difference between an attorney and a lawyer, you are not alone. This article will explain these distinctions in detail and help you understand when to seek each type of legal professional. 08 Nov

What is the Difference Between an Attorney and a Lawyer?

When it comes to estate planning, the saying “learn from the mistakes of others” couldn’t be more true. Here are some real-world estate planning horror stories that highlight "what not to do"... 18 Oct

Lessons From Real-World Estate Planning Horror Stories

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

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?

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

A helpful guide for understanding important words and laws about advance care planning in all provinces and territories across Canada. 09 Sep

Advance Care Planning Canada: Legal Terminology Resource

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

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

Executor —the deceased's son— transferred estate properties to himself and his brother without fair market value compensation. His conduct was deemed a significant conflict of interest: favouring certain beneficiaries over others. 06 Aug

Court Removes Deceased’s Son as Estate Executor for “Self-Dealing”

Administering an estate after someone passes away can be a daunting task, filled with legal complexities and emotional challenges. This Ultimate List aims to provide a comprehensive guide to navigating this process effectively. 16 Jul

What You Need to Know About Administering an Estate: Australia