our 10th year
blog anniversary
The increasing pace of technological change is our reality, and when it comes to estate planning, there is no exception. The traditional formalities for wills and powers of attorney are stricter than for most legal documents: for example in Ontario a will has to be in writing and signed at
One of the issues of increasing concern to parents is having that family wealth conversation. With increasing affluence, the present post-war baby boom generation is confronting more so than their parents had to, the best way to approach talking with their children about financial matters, including their eventual inheritance. While
A well drafted will is not worth the (stack of) paper it is written on if it fails to achieve the client’s objectives. Those objectives are often defeated where an estate plan is not properly designed, implemented, or maintained. Under the traditional approach to estate planning, the lawyer typically designs
As we look forward in our crystal ball to looming issues on the horizon for 2017, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, often offered under the nomenclature of “estate planning” or “retirement planning” advice. There is
It is quite remarkable to think that notwithstanding our increasingly aging demographic,1 the recognition of the rights of older persons as a distinct group has been largely absent in the field of human rights. Only recently the rights of older persons as a distinct group have begun to emerge and
Sometimes the law leads in pushing societal change forward, but often it lags far behind, particularly in the face of scientific innovation and rapid technological change. Over the past forty years or so, even how we define family has been subject to fundamental change, and in the future it will
You’ve heard it before: there’s a lot of information out there these days. Thousands of hours of Youtube content are uploaded every day. Wikipedia entries are updated every minute. Blogs are written, websites created and refreshed. You can find information, accurate or not, on just about any subject, no matter
You may remember the bestseller Zen and the Art of Motorcycle Maintenance which explores many themes, including the dichotomy between the “romantic” approach to life versus the “classical” approach–in the moment versus rational analysis–and the common ground linking them. The sense of mastery and peace of mind that comes with
Perspective is important and illuminating–only about fifteen years ago, or perhaps even less, it was not common to have to consider the impact our Canadian and U.S. tax and legal regimes have on estate planning and our affairs in general. The 49th parallel and the world’s longest undefended border symbolized
High net worth individuals have been criticized (especially during election years) for not paying their fair share of taxes. These individuals often take advantage of legitimate tax planning strategies to lower their taxes. A portion, though, utilize evasive strategies that rely on a general lack of tax transparency between countries
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