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Read more about the article Generational clash looming over Boomer-Millennial inheritances

Generational clash looming over Boomer-Millennial inheritances

  • Post author:Lisa Laredo
  • Post published:July 14, 2022
  • Post category:Wills & Estates

Clashing expectations are setting the stage for a cross-generational war over inheritances between Baby Boomer parents and their Millennial children.  A survey by investment bank Natixis recently found that 68…

Continue ReadingGenerational clash looming over Boomer-Millennial inheritances
Read more about the article DIY will ends up in court

DIY will ends up in court

  • Post author:Lisa Laredo
  • Post published:June 24, 2022
  • Post category:Drafting a Will

We all like to save money here and there, but a do-it-yourself will is one low-cost option that hardly ever pays off in the long run.   Will kits have long…

Continue ReadingDIY will ends up in court
Read more about the article Will challenge spurred by daughter’s ‘inexplicable’ disinheritance

Will challenge spurred by daughter’s ‘inexplicable’ disinheritance

  • Post author:Lisa Laredo
  • Post published:June 3, 2022
  • Post category:Wills & Estates

Spelling out your reasons for disinheriting an adult child could help avoid an expensive estate dispute after you’re gone. In a recent Ontario case, the daughter of a deceased 99-year-old…

Continue ReadingWill challenge spurred by daughter’s ‘inexplicable’ disinheritance
Read more about the article Ambiguous language in a will can be the spark that ignites an estate war. 

Ambiguous language in a will can be the spark that ignites an estate war. 

  • Post author:Lisa Laredo
  • Post published:May 12, 2022
  • Post category:Wills & Estates

Beneficiaries don’t always need much of an excuse to argue among themselves after the death of a loved one, but too often, testators give them the pretext they need to…

Continue ReadingAmbiguous language in a will can be the spark that ignites an estate war. 
Read more about the article Ontario’s strict probate rules require a responsible executor

Ontario’s strict probate rules require a responsible executor

  • Post author:Lisa Laredo
  • Post published:April 21, 2022
  • Post category:Wills & Estates

Ontario’s rigorous probate compliance regime makes the selection of an appropriate trustee more crucial than ever. Since 2015, part of an executor’s duty in this province is to file an…

Continue ReadingOntario’s strict probate rules require a responsible executor
Read more about the article Big changes, small impact as probate process overhauled

Big changes, small impact as probate process overhauled

  • Post author:Lisa Laredo
  • Post published:March 11, 2022
  • Post category:Real Estate Law

Applying for probate in Ontario has just become a little simpler, but it’s still not an attractive prospect for estate trustees. The provincial government recently announced changes to the Rules…

Continue ReadingBig changes, small impact as probate process overhauled
Read more about the article Judicial disagreement calls for extra detail in wills

Judicial disagreement calls for extra detail in wills

  • Post author:Lisa Laredo
  • Post published:February 17, 2022
  • Post category:Wills & Estates/Drafting a Will

A recent judicial disagreement over beneficiary designations makes the case for extra detail and clarity in a will.  Earlier last year, in a case known as Mak (Estate) v. Mak,…

Continue ReadingJudicial disagreement calls for extra detail in wills
Read more about the article Little joy in Bob Ross’ estate battle

Little joy in Bob Ross’ estate battle

  • Post author:Lisa Laredo
  • Post published:February 11, 2022
  • Post category:Estate Administration

Anyone who has ever seen The Joy of Painting will understand why Bob Ross remains a cult hero to many.   Although the PBS show only ran between 1983 and 1994…

Continue ReadingLittle joy in Bob Ross’ estate battle
Read more about the article Know your rights with online obituary sites

Know your rights with online obituary sites

  • Post author:Lisa Laredo
  • Post published:February 4, 2022
  • Post category:Drafting a Will/Wills & Estates

Online obituaries are turning into a bit of a minefield for the families of recently deceased loved ones.CBC News recently reported on the family of John Rothwell and their run-in…

Continue ReadingKnow your rights with online obituary sites
Read more about the article Sentimental value trumps financial worth in some estate battles

Sentimental value trumps financial worth in some estate battles

  • Post author:Lisa Laredo
  • Post published:February 4, 2022
  • Post category:Real Estate Law

In my many years of estates law practice, I’ve seen families fall apart over inheritances large and small.But every now and then, an ugly estate fight breaks out over items…

Continue ReadingSentimental value trumps financial worth in some estate battles
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Recent Posts

  • Deceased’s widow defeats estranged daughter in battle over investment account  
  • Mother must pay occupation rent to live in deceased son’s condo
  • Intention matters for joint accounts with kids
  • Closing the POA gap
  • Rushed DIY will ends up in court

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Deceased’s widow defeats estranged daughter in battle over investment account  

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Intention matters for joint accounts with kids

Closing the POA gap

Rushed DIY will ends up in court

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