Estates / Wills / Trusts
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Can you win the lottery and remain anonymous?

By Ian Hull When it comes to money matters, privacy is a big issue. We see it all the time in the estates area – a great deal of time and planning can go into ensuring ... Read more

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Do you need a life insurance trust?

By Lisa Laredo Answering the question of whether you need a life insurance trust first requires an explanation of what it is. A life insurance trust is a trust established by ... Read more

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Guardianship enables parents to legally remain in caretaking role

In the final instalment of a two-part series, Ottawa disabilities and estate planning lawyer Ken Pope explains the process of applying for legal guardianship. ... Read more

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Dust (or ashes) in the wind

By Suzana Popovic-Montag Here’s a scenario that’s becoming more common. A family member dies. The deceased had expressed a preference for cremation, and you, as ... Read more

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Cryptocurrency assets may call for an update to estate plan

In the final instalment of a two-part series, Cornwall wills and estates lawyer Michele Allinotte explores the nuances of dealing with cryptocurrency assets in your estate plan. ... Read more

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How a walk in the park can improve your mental health

By Ian Hull Anxiety, depression and other mental health issues can occur for any number of reasons, but they often emerge when a loved one has died. While grief is a natural ... Read more

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What is the Canada Pension Plan death benefit?

By Michele Allinotte The financial issues that arise from the death of a loved one can cause a significant amount of stress. It is important to look at all the options ... Read more

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Assessing a loved one’s capacity

Family members must often make tough decisions when a loved one shows signs of incapacity, says Toronto wills and estates lawyer Matthew Urback . In these situations, ... Read more

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Digital assets and estate planning – the new normal

In the first instalment of a two-part series, Cornwall wills and estates lawyer Michele Allinotte explores best practices in how to handle digital assets in your estate ... Read more

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No right of equalization when a common-law spouse dies

Toronto estates and trusts lawyer Ian Hull  is hoping a decision in a  suit of unjust enrichment he filed before the Supreme Court of Canada (SCC) will bring ... Read more

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Court clarifies process for will challengers

Lawyers in the estates bar are breathing a sigh of relief after a recent decision provided some clarity on the evidence required to support a will challenge, Toronto-area estates ... Read more

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What will you do for long-term care?

By Suzana Popovic-Montag One of the challenges with demographic trends is that they tend to fly under the radar until they are suddenly upon us. Ensuring there is adequate ... Read more

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Five reasons you need a power of attorney for property

By Lisa Laredo Power of attorney (POA) documents are incredibly important. Without them, should you no longer be mentally or physically capable of making decisions on your ... Read more

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Preparing and protecting estate freezes

While an estate freeze is a useful and important planning tool, it should be considered in the context of the potential pitfalls that may arise in any complex estate planning ... Read more

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Estate planning after a second marriage

In the first instalment of a two-part series, Winnipeg wills and estate lawyer Cynthia Hiebert-Simkin explores estate planning for second marriages. It’s one ... Read more

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When to review, revise or redo your will

Having a valid will in place is essential, but it is equally important to revisit and update your estate plan when life changes, Toronto wills and estates lawyer Lisa Laredo ... Read more

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Hockey fights are way down. Estate fights? Not so much

By Ian Hull Have you watched an NHL game recently? If you have, you may have noticed a significant change in one high-profile aspect of the game: fighting. It’s ... Read more

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Top two reasons wills are challenged: Urback

A claim of lack of capacity is a common reason wills are challenged and it can lead to a lengthy and costly legal process, says Toronto wills and estates lawyer  Matthew ... Read more

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Insolvent estates add stress to sad situation

An insolvent estate adds a layer of complexity to an already emotionally fraught situation, Cornwall wills and estates lawyer  Michele Allinotte  tells  ... Read more

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Legal guardianship and RDSPs: a primer

In the first installment of a two-part series, Ottawa disabilities and estate planning lawyer Ken Pope looks at the critical reasons parents of non-competent children ... Read more

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