our 10th year
blog anniversary
In previous blogs, “Avoiding Executor Dissent” and “Key Considerations in Choosing your Executors,” we have stressed the importance of choosing the right executor and provided some considerations for appointing executors. Being an executor is not easy. Time and time again, we see executors who are not only surprised by their appointment
In our Advisory “Planning for Incapacity Using a Power of Attorney”, we discuss the benefits of having powers of attorney for personal care (medical and other care decisions) and for property (assets and financial decisions), and provide some information regarding powers of attorney and how they function in Ontario, including
There are many considerations that go into deciding to relocate to a new jurisdiction. What may not be so apparent, or unfortunately what may even be at the bottom of the to-do list, is ensuring any legal documentation is effective. It may come as a surprise to individuals moving to
It is now the height of summer, and a good time to take a breath and reflect a bit before the hurly burly of the fall descends upon us. And so, I turn to the topic of the importance of integrity in providing trust and estate advice. What do we
“Why do I need a will?” – a question we hear from many clients new to estate planning. It is usually followed up by a list of reasons why clients think they don’t need a will, which can range from believing they are too young and don’t have anything of
In the estate context, it’s not easy dealing with trusts where U.S. beneficiaries are involved. U.S. beneficiaries can seriously complicate an estate plan, particularly regarding ongoing trusts. In a previous blog, “Estate Planning When a Child Moves to the U.S.,” I discussed the tax implications and Canadian tax filings which
Charitable foundations are structures for long term, flexible and customized philanthropy. Both private and public foundations enable donors to make long term gifts and have various benefits, including, creating a lasting legacy, involving family members in the giving process, and charitable tax credits. These structures may be attractive for donors
For more than a year now, our client meetings have not been in-person, but instead virtual through video conferences. At first, we were enamoured at the novelty of this new way of interfacing with our clients. As time has marched on, we have gained new perspectives on some of the
Being asked by a loved one to act as an executor of their estate is not always the honour some think it is. Administering an estate can be a difficult and burdensome process, and coupled with grieving the loss of a loved one and dealing with demanding beneficiaries, the role
Moving is hard. There are so many details to take care of, to-dos to check off, people to inform. Moving internationally is even more complicated, often involving far-reaching tax implications and a new language, among other changes. In all the confusion and rush, things can get left behind. When it’s
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