Planning for the incapacity of vulnerable adults involves creating legal and practical arrangements to ensure their well-being and financial stability if they become unable to make decisions for themselves. This includes designating substitute decision-makers through powers of attorney or protection mandates, developing comprehensive care plans, and potentially seeking court-appointed guardianship or trusteeship.  05 Jun

Designating Decision Makers for Vulnerable Adults

In Canada, if you want your pet to be cared for when you’re no longer around, you need to include them in your estate plan. Here are five ways to include your pet in your estate plan... 03 Jun

Tips for Canadians: Estate Planning with Your Pets in Mind

$500K estate of woman under care of public guardian will go to Winnipeg Foundation. Court finds note leaving only $1 to family and friends, written by woman who led 'solitary life,' is valid... 26 May

Court Rules in Favour of Winnipeg Foundation in $500k Estate Case

Fiduciary Duty: Definition & Different Types Explained 25 May

Fiduciary Duty: Definition & Different Types Explained

Inheriting property can be a complex process, but with proper planning, it doesn’t have to be overwhelming. Taking proactive steps can prevent disputes and create a clear path for future generations. 22 May

Inheriting Property: What You Need to Know

The Pitfalls of Joint Ownership: Know the Risks 22 May

The Pitfalls of Joint Ownership: Know the Risks

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

Be prepared to be vulnerable. Start by acknowledging it's a challenging topic and ensure everyone is comfortable and open to the discussion. 07 May

How to Discuss Long-Term Care Planning with Your Family

Discussing your estate plan with your family may feel uncomfortable, but avoiding the conversation can create unnecessary confusion and conflict. Clear communication prevents misunderstandings and ensures your loved ones understand your intentions. 24 Apr

How to Tactfully Discuss Your Estate Plan with Your Family

Central to this journey is the unwavering commitment to transparent communication... Although rife with complexity, estate administration can be navigated with sagacity and a judicious approach. 10 Apr

Unwavering Commitment to Transparent Communication

It is best to customize a will or trust to your specific situation. Sometimes you want more say in how or when your beneficiaries will acquire and use your assets. For this reason, several clauses are commonly included in wills or trusts... 02 Apr

Types of Clauses Commonly Included in Wills or Trusts

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