There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?

Advance care terminology in Canada is confusing because each province uses different names for similar documents. This guide clarifies each term, explains the differences, and shows how they fit together in your estate plan. 11 Dec

Guide to Understanding Advance Care Terminology in Canada

Understanding the Differences Between Succession and Inheritance 13 Nov

Understanding the Difference Between Succession & 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

If you’re considering a family settlement agreement, consulting a probate attorney can ensure the process is handled correctly and fairly. With the right guidance, your family can achieve a resolution that honors the deceased’s wishes while promoting harmony among heirs. 09 Nov

Estate Dispute Resolution: What is a Family Settlement Agreement?

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?

Although they are very similar legal concepts, "contracts of inheritance" and "heir agreements" are not the same. 05 Nov

Contracts of Inheritance vs Heir Agreements

Estate Planning Legal: Frequently Asked Questions 31 Oct

Estate Planning Legal Center: 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

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

What Types of Powers of Attorney are Used in Canada? It is important to know how a power of attorney or a joint bank account works before you use them. There are risks and advantages to both. You should never feel pressured to sign a power of attorney or to open a joint bank account. 27 Aug

What Types of Powers of Attorney are Used in Canada?

Having the Correct Power of Attorney is Crucial: Understand the Different Types 06 Aug

Having the Correct POA is Crucial: Understand the Different Types