It's important to carefully consider who you appoint as your digital executor and to provide them with the necessary information to carry out their responsibilities. You may also want to provide instructions on how to handle your digital assets, such as which accounts should be closed, which information should be shared, and how digital property should be distributed.  05 Jun

Estate Planning Designations: What is a “Digital Executor”?

In estate planning, the "right of survivorship" refers to a legal principle that, in joint ownership arrangements, the surviving owner(s) automatically inherit the deceased owner's share of the property or asset without it going through the probate process. This is a key feature of joint tenancy, which allows for a smoother and faster transfer of ownership upon death.  27 May

Definitions: Understanding the “Right of Survivorship”

Fiduciary Duty: Definition & Different Types Explained 25 May

Fiduciary Duty: Definition & Different Types Explained

Understanding Undue Influence: Estate Law Canada 23 May

Understanding Undue Influence: Estate Law, Canada

Frequently Asked Questions: What is "Right of Survivorship"? 22 May

Frequently Asked Questions: What is “Right of Survivorship”?

Post-mortem estate planning refers to legal and tax strategies that can be implemented after a person’s death, aimed at minimizing total tax obligations, avoiding double or even triple taxation, and ensuring a smooth, effective transfer of wealth to beneficiaries. 21 May

Post-mortem Estate Planning: Legal & Tax Strategies

If you’re like many Canadians, you know you should create an estate plan, but may keep putting it off. This primer will introduce you to terms you should understand so you can prepare for the creation of your estate plan confidently. 03 Apr

Understanding Will and Estate Planning Terms

Frequently Asked Questions: Role & Responsibilities of The Executor 02 Apr

How Much Time & Effort is Involved in Serving as an Estate Executor?

Estate disputes can tear families apart and leave valuable assets in limbo. When tensions rise and estate administration becomes impossible, there is a powerful legal solution that many people do not know about: an Estate Trustee During Litigation (ETDL). 25 Mar

“Estate Trustee During Litigation” (ETDL): Benefits & FAQs

When it comes to preparing for the future, understanding the difference between estate planning and a will is crucial. While both play a significant role in managing your assets after your passing, they serve different purposes and offer unique benefits. 25 Mar

Comprehensive Guide to Estate Planning Terms

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