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Article

What You Should Know as a Power of Attorney for Property

A Property Power of Attorney is a key precaution for the event of becoming unable to manage one’s own finances and other assets. Nonetheless, wh...
Mar 2024
Article

Why Should You Use a Professional Executor?

When you pass, one or more persons will need to step up to manage and administer your estate.  They will carry through your funeral and post mort...
Mar 2024
Article

Unconventional Estate Plans and Will Challenges

Billionaire Hermès and his Lucky Gardener Estate planning is a critical aspect of financial management that ensures the orderly distribution of assets after an individual's passing. While many...
Feb 2024
Article

Year End Estate Planning

As the year draws to a close, it’s an opportune time to engage in some year-end estate planning to ensure your financial affairs are in order an...
Dec 2023
Article

Understanding Estate Administration Tax in Ontario

What are probate fees and what are the exceptions to probate? Estate Administration Tax (EAT), also referred to as probate fees, is the tax applicable on the total value of the estate of a deceased person. When a...
Nov 2023
Article

Options for Your Final Resting Place

Introduction In Ontario, the individual designated as the estate representative holds the ultimate authority in determining the disposal of a dec...
Nov 2023
Article

Do You Have a Henson Trust in Your Will for a Disabled or Incapable Beneficiary?

A Henson trust clause or paragraph is typically included in a Will in respect of a beneficiary who is or is likely to be a recipient of social assista...
Nov 2023
Article

Thinking About Adding Your Children on Title to Avoid Probate Fees?

Estate Planning and Joint Ownership Why do people consider adding their child on title as a joint tenant for their property? Often, parents want to deal with the transfer of real propert...
Nov 2023
Article

Using a Secondary Will to Exclude a ‘First Dealings’ Property from Probate Tax

Before an estate can dispose of property, the Ontario Land Registry Office ("LRO") generally requires executors to obtain a Certificate of Appointment...
Apr 2023
Article

No Dependents nor Large Assets? Reasons why you still need a Will

Many people who don’t have children, who rent their home, don’t have a car or any other large assets (large being subjective, of course), ...
Dec 2022
Article

Updates in Estate Law Legislation - Part II

We march closer to the end of 2021, another long and strange year. Big changes have taken place in modernizing Estates law, and some of these changes ...
Jan 2022
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