Effective communication with your family and loved ones is vital... The consequences of ambiguity or misalignment between intent and execution can be significant, potentially leading to legal battles that deplete trust resources and damage family relationships. 30 Sep

Estate Planning Case Proves Clarity and Communication are Vital

Family in Legal Battle with Housekeeper over Richard Simmons' Estate 26 Sep

Richard Simmons’ Estate: Family in Legal Battle with Housekeeper

Murdoch Family Legal Battle Highlights a Harsh Reality: No Trust is Airtight | Family Disputes | Celebrity Estates | Estates Gone Wrong 23 Sep

Lessons from Murdoch Family Legal Battle: No Trust is Airtight

Transferring Property Title to a Trustee: Step-by-Step Guide 13 Sep

Transferring Property Title to a Trustee: Step-by-Step Guide

Removing an Estate Trustee: How Bad is Bad Enough? | Family Disputes | Court Rulings | Ontario | Estates Gone Wrong 10 Apr

Removing an Estate Trustee: How Bad is Bad Enough?

No matter how little or how many assets you have, every person should go through the estate planning process. At a minimum, you should review and reassess your estate planning documents whenever these eight events occur... 18 Sep

The Eight Events for When You Should Review your Estate Plan

Probate Nightmares: The Dangers of Properties Taken Out of Trust | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May

Probate Nightmares: The Dangers of Properties Taken Out of Trust

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor

A trust is a legal agreement between the person creating the trust, known as the settlor, and a trustee. The trustee is responsible for managing the trust's assets and distributing them according to the settlor's wishes. 14 Feb

Understanding Trusts: Estate Planning in Ontario

One way to plan financially for long-term care is to create a trust. It can be an incredibly useful tool to protect your assets if you become incapacitated and to shield your assets to qualify for certain long-term care benefits. 23 Jan

How to Use a Trust to Plan for Long-Term Care