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Article

Estate Planning for Common Law Spouses

Common law spouses have different rights than married spouses when it comes to property and estates. Careful estate planning is important to ensure th...
Aug 2025
Article

Leaving a Legacy Across Borders?

“Do Not Let Your Will get Lost in Transit” In today’s world, borders can be blurry. This is especially true when it comes to your money and assets. Perhaps you have an apartment in Paris,...
Aug 2025
Article

Use of Secondary Will for Shares in a Private Corporation

In some instances, having multiple wills is a very beneficial tool when an individual has shares in a private company.
Mar 2025
Article

Tax Implications for Estates in Ontario

There are a couple of different taxes than an estate can owe when someone dies. This article provides a brief overview of these taxes. For any furthe...
Nov 2024
Article

Removal of Estate Trustees in Ontario

Removing an estate trustee in Ontario is a complex and challenging process, where Courts generally respect the testator's choice of trustee and are re...
Nov 2024
Article

Limitation Period for Equitable Trust Claims Against Estates

In Ingram v. Kulynych Estate, 2024 ONCA 678, the Ontario Court of Appeal addressed the limitation period for equitable trust claims against estates, d...
Oct 2024
Article

Court Upholds Validity of Wills Despite Claims of Undue Influence

In the case Shapiro v. Shapiro, the Ontario Superior Court upheld a woman’s dual wills despite claims of undue influence from her husband and daughter...
Oct 2024
Article

Separated Spouses and Inheritance Rights

Certain amendments to Ontario’s Succession Law Reform Act  (SLRA) came into force January 1, 2022, which can remove the inheritance entitle...
Sep 2024
Article

Estate sales and Executor's authority

Is probate always necessary to deal with estate properties? The court has addressed this question in the case of Kulyk v. Kulyk, 2024 ONSC 4213,  involving the estate of Nicholas Kulyk, who passed away in ...
Aug 2024
Article

Proposed changes in the reporting requirements for Bare Trusts

Bare trusts are a commonly used legal arrangement wherein the trustee holds legal ownership of assets on behalf of beneficiaries without actively mana...
Aug 2024
Article

What Attorneys for Personal Care Should Know

Having Powers of Attorney for Personal Care allowed an individual to choose who they want to be responsible to make decisions and act for them, when t...
Jul 2024
Article

Appointments of Estate Trustees during Litigation

What is an Estate Trustee during Litigation (ETDL) In instances where a Will is being formally challenged or an estate is in litigation, an Estate Tr...
Jul 2024
Article

What is Elder Law?

Elder Law is most commonly known as the practice of law which aims to address legal issues faced by the older adult population. The broad field of El...
Jun 2024
Article

DIY and Holographic Wills:

Why Legal Expertise Matters Given the access to a plethora of resources on the internet, the allure of do-it-yourself (DIY) solutions are appealing for various tasks, from home r...
May 2024
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
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