In the intricate process of estate planning and will preparation, the expertise of an accountant is invaluable. The collaboration between your solicitor and accountant ensures a seamless integration of legal and financial expertise. 17 Mar

The Critical Role of Accountants in Estate Planning

Given the many considerations that come with passing down or inheriting a collection, it's wise to plan well in advance— particularly for rare or especially valuable assets. 08 Mar

Key Steps & Planning Considerations for Rare Collectibles

When getting started with an inheritance, it’s important to ask the right questions. Encompass Advisors have curated 12 essential questions to ask when expecting a financial windfall. 29 Feb

12 Questions to Ask When Receiving an Inheritance

People think a will is an estate plan. But it is not. It is a document as part of an estate plan. A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. 04 Dec

If I Have a Legal Will, Do I Still Need an Estate Plan?

In the legal world, “testamentary intentions” refer to a person’s wishes for the administration of their estate and distribution of their assets after death. 30 Aug

Testamentary Intention: The Interpretation of Wills

Just because the law allows for a testator to hand-write their own will does not make it a good idea, as a recent court decision shows. Even a harmonious family is likely to end up in court, seeking confirmation that the handwritten document was indeed a valid Holograph Will.  30 Mar

Handwritten Will Declared Invalid by Ontario Judge

Couples may have many reasons for not getting married, but when a common law partner dies without a will, the living partner is left legally vulnerable. Here’s what you need to know... 16 Feb

Legally Vulnerable: Estate Complications for Common Law Couples 

If you have a rare or unusual collection, you need to ensure that it's properly accounted for before you pass away. The most failsafe way of doing this is to include your collection in your estate plan. Working with the right appraiser is key! 06 Jan

Unusual Collectibles: Working with the Right Appraiser is Key

When a Charitable Bequest in a Will Goes Wrong | Curated Content | Charitable Bequests | Estates Gone Wrong 01 Nov

When a Charitable Bequest in a Will Goes Wrong

What Happens if a Person Has Multiple Wills in Ontario? 28 May

What Happens if a Person Has Multiple Wills in Ontario?

We can do many things to make preparing our Executor and loved ones easier. However, the main thing is just to start having the conversation, even if it is little sentences at a time. Don’t leave your loved ones with such confusion that they end up resorting to stalking someone to get some answers as Carrie Bradshaw did! 03 Mar

“BIG” Surprises in Your Will? Your Loved Ones Deserve a Spoiler Alert!

Battles over Marilyn Monroe's estate shed light on the challenges of protecting intellectual property rights posthumously. Disputes emerged over the ownership and commercial use of her image and likeness.  21 Nov

Marilyn Monroe’s Estate Continues to Make People Rich… But Who???