Validity Requirements for Last Wills and Testaments in Ontario 27 Feb

Validity Requirements for Last Wills & Testaments in Ontario

Inheriting property can be a blessing, but it may also bring challenges, particularly if disputes arise among heirs or co-owners. Understanding the legal and practical steps to manage these disputes is crucial for protecting your interests and resolving conflicts. 19 Feb

Inherited Property Disputes: Common Causes & Steps to Resolve

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

This guide explores how to manage and distribute valuable collections during estate settlement, including legal considerations, valuation techniques, and strategies for avoiding conflicts. 09 Jan

Valuable Collections During Estate Settlement: Handle with Care

Imagine being able to prove that a handwritten note in your notebook could be your last will and testament. That is exactly what the newest Ontario concept in estates law, “substantial compliance,” strives to do... 22 Nov

Succession Law Reform Act (SLRA): Substantial Compliance

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

Alleged Undue Influence & Incapacity Dismissed by Ontario Superior Court 05 Sep

Alleged Undue Influence & Incapacity Dismissed by Court

Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

Uncover the impact of life's big moments on estate planning. From saying "I do" to gracefully ageing, learn why updating your Will is a must. Get valuable insights into how these events shape your estate planning decisions and tips for navigating them smoothly.  18 Aug

Five Major Life Events That Affect Your Estate Planning 

There are several reasons that a will may prove invalid. It is important for testators to be aware of these pitfalls in order to avoid them. By understanding the factors that can invalidate your will, you can take proactive steps to safeguard your estate and provide peace of mind for those you leave behind. 27 Jun

Common Reasons a Will Might Be Declared Invalid in California

A memorandum or letter of wishes is a document containing an expression of wishes to your executors and beneficiaries, providing guidance on how you would like your estate to be administered. It is not a Will. 17 Jun

What is a Memorandum or Letter of Wishes?

Estate planning with collectibles can be challenging, but it's also an opportunity to share the stories and values of your cherished items with future generations. By taking the right steps, you can ensure that your collection is appreciated and preserved long after you're gone. 22 Mar

A Tricky Planning Puzzle: Including Collectibles in Your Estate