A contingent beneficiary is a backup beneficiary who inherits assets if the primary beneficiary is unable to, for example, if they predecease you or are unable to accept the inheritance. You likely need a contingent beneficiary to ensure your assets are distributed as intended, even if your primary beneficiary can't receive them.  19 Mar

What is a Contingent (or Secondary) Beneficiary?

A common misconception about donor advised funds is that they are trusts, charitable purpose trusts. At times, lawyers, especially those with expertise in trusts and estates, struggle with this distinction, as do donors. 13 Mar

Donor Advised Funds vs. Charitable Purpose Trusts

How to Identify Caregiver Burnout: Symptoms, Treatment & Prevention 11 Feb

How to Identify Caregiver Burnout: Symptoms, Treatment & Prevention

Everything You Need To Know About Probate in Canada | While it’s not you who handles probate—rather, it’s your executor who handles it after you pass away—it’s important to understand why having a will makes probate easier. 17 Jan

Everything You Need To Know About Probate in Canada

Signs and Symptoms of Caregiver Stress and Burnout 16 Jan

Signs and Symptoms of Caregiver Stress and Burnout

Demystifying Estate Planning Terminology: A Glossary of Essential Terms You Need to Know 10 Jan

Demystifying Estate Planning: A Glossary of Essential Terms

Glossary of Legal Terms Used in Probate: England & Wales 02 Jan

Glossary of Legal Terms Used in Probate: England & Wales

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both

Understanding the Differences Between Succession and Inheritance 13 Nov

Understanding the Differences Between Succession and Inheritance

Careful use of wills, trusts, or both can ensure that assets and possessions are distributed as intended. Making an estate plan a priority can save time, money, and help loved ones avoid potential financial hardship and conflicts. 13 Nov

Wills Versus Trusts: Definitions & Key Differences

Estate Planning Legal: Frequently Asked Questions 31 Oct

Estate Planning Legal: Frequently Asked Questions

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