Succession planning lacking among Ontario’s small businesses
May 3, 2024
Succession planning for small business owners is not a job that can be rushed, but a new survey suggests that many
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Punitive damages awarded against rogue executor
April 25, 2024
Drafting a will is not just about who gets what. One critical decision often overlooked by testators is the appointment
‘Fill-in-the-blanks’ will kit ends up in court
March 26, 2024
A Do-it-yourself will may save you some money now, but it will probably cost your beneficiaries later. The problem for
Boomers lagging on estate planning
March 22, 2024
Baby Boomers need to get a move on with their estate plans. Investment Executive magazine recently reported on a survey
Beware joint ownership risks during estate planning
February 16, 2024
Testators should know the risks before using joint ownership as an estate planning tool. There are certainly good reasons for
Will’s disappearance sparks estate litigation
January 26, 2024
Having gone to the trouble of drafting a will, you don’t want to undo your good work by letting it get
You’re never too young to make a will
January 7, 2024
A recent fall in life expectancy rates is a reminder that you’re never too young to make a will. Between
Charity accuses executor of misappropriating $400k from estate
January 5, 2024
A charity’s pursuit of $400,000 in missing estate funds should remind testators just how important it is to choose the
Don’t let ‘substantial compliance’ success breed complacency
December 22, 2023
The era of “substantial compliance” is well underway in Ontario. Just over two years after lawmakers at Queen’s Park passed
Dog’s future in limbo after owner’s death
November 28, 2023
Don’t forget your pooch when planning your estate. Many families regard their pets as full members, but only a small
Court halts POA sale of testamentary gift
October 25, 2023
Getting a will can protect your beneficiaries while you’re still alive, as a recent Ontario court case demonstrates. Before he
Deceased’s common-law spouse wins joint account battle against step-children
October 5, 2023
Testators should document their intentions when they set up joint bank accounts if they want to avoid a future estate battle
