Making Sense of Wills, Probate & Estate Planning

The Critical Importance of a Residue Clause in Your Ontario Will

It acts as a catch-all to ensure that all unallocated or newly acquired assets are distributed...

What is a Hotchpot Clause and Why is it Used in Wills?

The term "hotchpot" literally means "a mixture of property"...

Handwritten Wills in Ontario: Understanding Validity in the New Legal Landscape

Their validity has evolved significantly, particularly following the 2022 amendments....

The True Cost of Creating Your Will: Online Tools vs. Legal Professionals

Online will-creation platforms have emerged as an attractive alternative...

Fair and Reasonable Compensation in Estate Administration: A Fresh Look

How courts assess compensation for estate trustees...

Separated Spouses and Intestacy: Important Changes Coming in 2025

A significant change in Ontario's estate law is about to take full effect...

International Estate Planning: Why Your Estate Plan Needs to Go Global

A comprehensive international estate plan isn't just a luxury...

Understanding Power of Attorney for Personal Care in Ontario: Responsibilities, Timing, and Risks

A crucial document that can significantly impact an individual's quality of life....

Understanding Power of Attorney for Property in Ontario: Responsibilities and Implications

Explore the responsibilities, timing, and implications of being a Power of Attorney for Property in Ontario...

Beneficiary of a U.S. Estate – Now What?

Inheriting assets from a U.S. Estate as a Canadian resident can be a complex process...

Lawyers Supporting Grieving Clients: Essential Resources for Children in Grief

One in 14 children will experience the death of a parent or sibling before age 18...

Navigating Loyalty Programs in Estate Planning: Can You Leave Air Travel Points to Beneficiaries in Ontario?

Can you leave loyalty program points to Beneficiaries in your Will?

A Comprehensive Guide to Crafting a Will in Ontario

In Ontario, understanding the legal requirements and steps involved in crafting a Will is essential...

Updated Warnings to Directors of Corporations, Past and Present

Two recent cases in the Federal Court of Canada highlight the perils for Directors of Corporations, even as a Past Director...

New Ontario Court Forms January 2022

Frequently Asked Questions About Wills

Digital Wills A Boom For Access But A Missed Opportunity

Four Smart Ways to Spend Your Tax Refund

Expert Advice

Insurance Trusts

Expert Advice

Financial Planner Perspective on Estate Planning

Expert Advice

An Introduction to Planning Ahead – Prepaid Funeral Plans

Expert Advice

Separation, Divorce and Wills

Expert Advice

When the Canada Revenue Agency is a Beneficiary of Your Estate

Expert Advice

How to Use Insurance As An Estate Planning Tool

Expert Advice

Resource Links for Estate Planning

Who Should Have A Will in Ontario and Why?

The Executor’s Duties

The Executor's Duties are to the Beneficiaries and the creditors of the Estate...

Signing Wills In Ontario

Is The Will Valid?

Financial Tasks To Be Undertaken To Prepare A Will

Executor No-No List

The Estate Planning Guide will cover the 4 steps of estate planning

Estate Administration Bonds

Determining Proper Executor Compensation

Will Challenges

When Is Probate Required?

Dependents

What To Do If There Is No Will?

What Is Probate?