There can be sentimental reasons to keep inherited real estate, but —unless you plan to use the property personally— you should ask yourself: would you buy that real estate with an equivalent amount of cash? 17 Mar

Inheriting Real Estate: Ask Yourself “Would You Buy it?”

In Canada, inheritance laws are primarily governed by the provincial and territorial laws rather than a single federal law, as inheritance matters are under provincial jurisdiction. However, certain general principles apply across the country... 12 Mar

Inheritance Laws in Canada: Understanding Provincial Jurisdiction

Changes to the Succession Law Reform Act and Family Law Act 07 Mar

Changes to the Succession Law Reform Act and Family Law Act

The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success. 04 Mar

Resilient Estate Planning in The Face of Unexpected Life Events

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

Home Ownership: Joint Tenants vs Tenants in Common | There are three main ways that a homeowner can own a home, and the way title is held dramatically affects their estate and heirs... 04 Feb

Home Ownership: Joint Tenants vs Tenants in Common

Understanding your rights to transparency, fair distribution, and legal recourse can help protect your inheritance and hold executors accountable. If you suspect wrongdoing or mismanagement, seeking legal guidance is the best course of action. 03 Feb

Estate Beneficiary in Canada: Understanding Your Legal Rights

The "Marley v Rawlings" case —which concerned attempts to rectify a mistake made by a couple when signing their mirror wills— serves as a reminder of the necessity for attention to detail to avoid estate disputes. 31 Jan

Marley v Rawlings: A Case Study in Clerical Errors & Mirror Wills

In Ontario, the absence of a valid will can lead to complexities, uncertainties, and outcomes that may not align with your wishes. 17 Jan

What Happens if You Die without a Will in Ontario?

Grief isn’t just about the initial loss. It’s also about the secondary losses that may go unnoticed but add to the impact of the initial loss. Wondering how you can help... what NOT to say or do? Find out how to help support someone in navigating the financial aspects of a loss… 24 Dec

Grief Support: Navigating The Financial Aspects of Loss

Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

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