Estates & Wills & Trusts

Providing eldercare? Have an estate discussion

By Suzana Popovic-Montag . We’ve seen it too many times in our estate litigation practice. An adult child moves in with an elderly parent and looks after them in the years leading up to the parent’s death. The parent wants to acknowledge the help the child has given and the sacrifice they’ve made so, before they die, they amend their will to include an additional gift or percentage share of their estate to the caregiver child. Read more

The impact of DNA testing on wills and estates

The proliferation of online DNA kits is raising issues in estate disputes, Cornwall wills and estates lawyer Michele Allinotte tells AdvocateDaily.com. Read more

Tracing missing beneficiaries a headache for executors

Frequently checking your will improves the chance your estate trustee will be able to find all your beneficiaries after your death, Toronto trust and estate litigator Felice Kirsh tells AdvocateDaily.com. Read more

Without a will, rules of intestacy apply

While statistics show that more than half of Canadians don't have a will, Toronto wills and estates lawyer Lisa Laredo says it’s important to understand what happens when you die without one. Read more

Lack of a will could be 'troubled water' for Franklin's beneficiaries

Reports that singer Aretha Franklin died without an estate plan are “shocking” and highlight the need for all people — not just the rich and famous — to make a will, Toronto estates and trusts lawyer Suzana Popovic-Montag tells AdvocateDaily.com. Read more

Mediating estate disputes part 3: common mistakes

In the final instalment of a three-part series, Toronto-area estates litigator and mediator Charles B. Ticker discusses common mediation mistakes. Read more

Does your estate plan need a touch up?

By Suzana Popovic-Montag . If you have a will, you’re one of a minority of Canadians who have taken that crucial step in the estate planning process. A recent survey revealed that 51 per cent of adult Canadians don’t have a will – and only 35 per cent say that they have a will that’s up-to-date. Read more

Ensuring one’s wishes are R-E-S-P-E-C-T-ed and other lessons from Aretha

Dying without a will means an estate will be dispersed among family in an orderly way, but not necessarily the way the person would have wanted, says Toronto wills and estates lawyer Matthew Urback. Read more

The perils of do-it-yourself wills

By Lisa Laredo . Have you ever thought about using an online service to write a will instead of hiring a lawyer to draft one for you? After all, dozens of websites offer to make will-writing fast and easy so maybe you’re asking yourself, how bad can it be? Read more

A different approach to work-life balance

By Ian Hull . A recent Globe and Mail article on vacation time caught my eye. In it, Elizabeth Renzetti notes an ADP Canada study that found that: Read more

Planning, advice may help mitigate joint tenancy tax issues

While property transfers can be a relatively straightforward estate planning tool, clients can inadvertently trigger tax liabilities if they make seemingly "insignificant" changes on their own without fully understanding the consequences, Vancouver corporate lawyer Jonathan Reilly tells AdvocateDaily.com. Read more

Looking out for pets amid divorce and estate planning

It’s only a matter of time before society's popular opinion changes the law that relegates pets as property, predicts Toronto lawyer Elinor Shinehoft. Read more

Pope’s practice dedicated to families of children with special needs

Ottawa disabilities and estate planning lawyer Kenneth Pope works within a narrow niche, but he says there are many more people in Ontario he can help. Read more

Expertise, financial savvy key factors in choosing estate trustee

Determining whether a loved one or a trust company will manage your estate can be almost as important as setting out what your beneficiaries will receive, says Toronto wills and estates lawyer Matthew Urback . Read more

Your health — don’t let your financial guard down

By Suzana Popovic-Montag . We’re lucky in Canada — our healthcare system pays for doctor bills and hospital visits, and many employer-sponsored benefit plans provide for supplementary health insurance. Even better, universal care is actually expanding in places, such as the recent introduction of free pharmacare for those age 24 and under in Ontario. Read more