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

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

This guide, by Ontario Wealth Strategy Experts, covers several strategies that can help manage potential tax exposure. Learn how Ontario's tax-on-death rules fit into your planning, and what steps you can take now to make sure your heirs keep more of what you've built. 15 Oct

Strategies for Managing Potential Tax Exposure in Ontario

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

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

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!

Relocating to a new province or country can have significant legal implications for your estate plan. This article explores when and why you may need to update your will after a move, along with key considerations for cross-jurisdictional estate planning. 26 Sep

Can Moving Affect the Validity & Effectiveness of Your Will?

Small mistakes, like adding a child to a property title or failing to file the right forms, can create huge tax costs for your family. The key is to plan early and get the right advice. 11 Sep

Avoiding Unnecessary Taxes For Your Surviving Loved Ones

The right planning can ensure you pass down your home without your kids facing large tax liabilities. Here's a simple guide to how it works... 10 Sep

How to Leave Property to Your Kids Tax-Free

Receiving an inheritance can be exciting, but there are tax implications when you inherit money or property. Here's what you need to know about inheritance tax and what you can do to minimize your tax burden. 22 Aug

What Can You Do To Protect Your Inheritance From Taxes?

What happens when parents don’t choose guardians properly? The courts step in. Your children become part of a legal process instead of seamlessly transitioning to the loving family member you had in mind. Understanding the legal framework will help you make better decisions for your family. 21 Aug

Complete Guide to Choosing a Guardian in Ontario

Losing a loved one is never easy. What makes it even harder is when this loss is compounded by uncertainty about what happens to their debts... 10 Aug

Are You Responsible for a Deceased Loved One’s Debt in Canada?