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

Alleged Undue Influence & Incapacity Dismissed by Court

The First Step: Open Conversation with Loved Ones | Communication Breakdowns | We Need to Talk About Estate Planning | Estates Gone Wrong 05 Sep

The First Step: Open Conversation with Loved Ones

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

Executor —the deceased's son— transferred estate properties to himself and his brother without fair market value compensation. His conduct was deemed a significant conflict of interest: favouring certain beneficiaries over others. 06 Aug

Court Removes Deceased’s Son as Estate Executor for “Self-Dealing”

Effective communication is a fundamental aspect of administering an estate. Keeping beneficiaries informed about the progress and status of the estate administration is essential to maintaining trust, preventing misunderstandings, and addressing concerns promptly. 29 Jul

The Importance of Communication in Estate Administration

The Barclay family feud started with accusations of privacy breach at the family-owned Ritz hotel. Open discussions about succession, good structuring and mediation could help a family business avoid going the same way as the Barclay's. 22 Jul

Rise and Fall of an Empire: The Barclay Family Feud

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

5 Estate Planning Lessons From ‘House Of The Dragon’ | Curated Content | Communication Breakdowns | Estates Gone Wrong 16 Jun

5 Estate Planning Lessons From ‘House Of The Dragon’

By adopting specific strategies, you can improve the quality of your interactions, making them more meaningful and productive. Here are some practical tips to help you communicate more effectively with aging individuals... 11 Jun

ElderCare: Strategies for Effective Communication

Addressing Common Communication Challenges in Estate Planning 10 Jun

Addressing Common Communication Challenges in Estate Planning

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun

The Impact of Mental Health on Intergenerational Wealth Transfers

Sibling Living in Inherited Property: Refuses To Sell 01 Jun

Sibling Living in Inherited Property: Refuses To Sell