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Read more about the article Deceased’s widow defeats estranged daughter in battle over investment account  

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

  • Post author:Lisa Laredo
  • Post published:September 5, 2025
  • Post category:Uncategorized

One of the more common reasons people tell me they don’t want a will is that it’s a “waste of money."  But a recent ruling delivers a powerful counter-argument, demonstrating…

Continue ReadingDeceased’s widow defeats estranged daughter in battle over investment account  
Read more about the article Intention matters for joint accounts with kids

Intention matters for joint accounts with kids

  • Post author:Lisa Laredo
  • Post published:August 7, 2025
  • Post category:Uncategorized

Sharing property with your children has its pros and cons.  On the one hand, there are very good estate planning reasons for owning property jointly with a beneficiary, since it…

Continue ReadingIntention matters for joint accounts with kids
Read more about the article Closing the POA gap

Closing the POA gap

  • Post author:Lisa Laredo
  • Post published:July 23, 2025
  • Post category:Uncategorized

It’s time to close the POA gap.  That’s the name I give to the persistently lagging uptake levels for powers of attorney compared with wills.  Surveys of Canadians consistently find…

Continue ReadingClosing the POA gap
Read more about the article Rushed DIY will ends up in court

Rushed DIY will ends up in court

  • Post author:Lisa Laredo
  • Post published:June 26, 2025
  • Post category:Uncategorized

If there’s anything worse than a do-it-yourself will, it’s one written in a rush. I understand the money-saving draw of will kits – a longtime staple at stationers across the…

Continue ReadingRushed DIY will ends up in court
Read more about the article Estates law in full effect treating separated couples as if they were divorced

Estates law in full effect treating separated couples as if they were divorced

  • Post author:Lisa Laredo
  • Post published:June 14, 2025
  • Post category:Uncategorized

Ontario estates law may have caught up with common sense on the property rights of separated spouses after a landmark amendment finally took full effect.  Section 17 of the Succession…

Continue ReadingEstates law in full effect treating separated couples as if they were divorced
Read more about the article 4 reasons parents should stop procrastinating on making a will

4 reasons parents should stop procrastinating on making a will

  • Post author:Lisa Laredo
  • Post published:April 3, 2025
  • Post category:Uncategorized

As the cost-of-living crisis continues, Canadians are finding it easier than ever to procrastinate on making a will.   Parents and their children struggling with higher rents and rising inflation understandably…

Continue Reading4 reasons parents should stop procrastinating on making a will
Read more about the article Death binders: the latest estate planning trend

Death binders: the latest estate planning trend

  • Post author:Lisa Laredo
  • Post published:March 14, 2025
  • Post category:Uncategorized

Death binders are in style in estate planning and this is one trend I can definitely get behind.  The idea is for the binder to serve as a kind of…

Continue ReadingDeath binders: the latest estate planning trend
Read more about the article ‘Wishing’ for will-drafting clarity

‘Wishing’ for will-drafting clarity

  • Post author:Lisa Laredo
  • Post published:March 8, 2025
  • Post category:Uncategorized

Testators should take care when “wishing” for certain outcomes in their will. As the sister of a deceased Thunder Bay man recently discovered, not every wish, hope, desire or other…

Continue Reading‘Wishing’ for will-drafting clarity
Read more about the article Bare trust reporting rules in flux

Bare trust reporting rules in flux

  • Post author:Lisa Laredo
  • Post published:December 30, 2024
  • Post category:Uncategorized

Bare trusts are getting a reporting reprieve.  Beneficiaries of this common form of trust (and their lawyers) will be breathing a sigh of relief after the Canada Revenue Agency announced…

Continue ReadingBare trust reporting rules in flux
Read more about the article Sibling rivalry lands mother’s estate in court

Sibling rivalry lands mother’s estate in court

  • Post author:Lisa Laredo
  • Post published:November 28, 2024
  • Post category:Uncategorized

Independence is a virtue when it comes to administering an estate.  Considering the heavy weight of responsibility that comes with the job of executor, it’s understandable that testators reach out…

Continue ReadingSibling rivalry lands mother’s estate in court
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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  

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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