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Read more about the article Blended families add complexity to estate planning

Blended families add complexity to estate planning

  • Post author:Lisa Laredo
  • Post published:July 29, 2021
  • Post category:Real Estate Law/Estate Administration

Keeping your beneficiary designations up to date can save your heirs time and money. Although they’re often forgotten by testators, the beneficiary designations on things like RRSPs, life insurance policies…

Continue ReadingBlended families add complexity to estate planning
Read more about the article Boomers unsure beneficiaries can handle their inheritance

Boomers unsure beneficiaries can handle their inheritance

  • Post author:Lisa Laredo
  • Post published:July 22, 2021
  • Post category:Estate Administration

Baby Boomers who are worried about how heirs will handle their inheritance have options when it comes to estate planning.  With the country’s largest intergenerational transfer already underway – around…

Continue ReadingBoomers unsure beneficiaries can handle their inheritance
Read more about the article When two wills are better than one

When two wills are better than one

  • Post author:Lisa Laredo
  • Post published:July 14, 2021
  • Post category:Wills & Estates/Drafting a Will

Two wills are sometimes better than one. Since the late 1990s, testators in Ontario have been able to divide their property between two wills: one for assets that require probate,…

Continue ReadingWhen two wills are better than one
Read more about the article International elements add complexity to estate plans

International elements add complexity to estate plans

  • Post author:Lisa Laredo
  • Post published:July 1, 2021
  • Post category:Wills & Estates/Estate Administration

Even as the pandemic rages on, the world has never been smaller than it is now.  Technological developments and ease of travel have allowed many of us to make and…

Continue ReadingInternational elements add complexity to estate plans
Read more about the article Who to tell when you leave money to a charity

Who to tell when you leave money to a charity

  • Post author:Lisa Laredo
  • Post published:June 17, 2021
  • Post category:Wills & Estates/Drafting a Will

You don’t have to shout about your charitable giving from the rooftops to let your favourite non-profit know about an estate donation. Considering the number of hospital wings and university…

Continue ReadingWho to tell when you leave money to a charity
Read more about the article Marriage no longer revokes a will in Ontario

Marriage no longer revokes a will in Ontario

  • Post author:Lisa Laredo
  • Post published:June 10, 2021
  • Post category:Wills & Estates/Drafting a Will

Marriage may no longer revoke a will, but it’s still a great time to revisit your estate plan. For a long time, Ontario has lagged behind much of the rest…

Continue ReadingMarriage no longer revokes a will in Ontario
Read more about the article The family home in the estate plan

The family home in the estate plan

  • Post author:Lisa Laredo
  • Post published:June 3, 2021
  • Post category:Real Estate Law/Residential Real Estate/Wills & Estates

Fewer places are more important to a testator than the family home, but it doesn’t always get the attention it deserves in an estate plan.  As typically the most valuable single…

Continue ReadingThe family home in the estate plan
Read more about the article Accounting for minor children in your will

Accounting for minor children in your will

  • Post author:Lisa Laredo
  • Post published:May 20, 2021
  • Post category:Wills & Estates/Drafting a Will

The birth of a child means big changes for a parent’s life, and it also means big changes for their will.  I always say that landmark life moments are a…

Continue ReadingAccounting for minor children in your will
Read more about the article Preferential share rises from $200,000 to $350,000

Preferential share rises from $200,000 to $350,000

  • Post author:Lisa Laredo
  • Post published:May 13, 2021
  • Post category:Wills & Estates/Drafting a Will

Surviving spouses whose partners die intestate are now entitled to the first $350,000 of the estate after the provincial government boosted the amount in its latest round of legal updates. …

Continue ReadingPreferential share rises from $200,000 to $350,000
Read more about the article Take control of end-of-life care with a ‘living will’

Take control of end-of-life care with a ‘living will’

  • Post author:Lisa Laredo
  • Post published:May 6, 2021
  • Post category:Drafting a Will/Wills & Estates

Most people have felt their mortality a little more keenly than usual in the last year of  pandemic living, and I’m sure many of us have wondered what would happen…

Continue ReadingTake control of end-of-life care with a ‘living will’
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Recent Posts

  • When a mirror will may not be right for you
  • Consumer advocates call for POA and executor training
  • Don’t forget your debts in estate planning
  • Mother intended to gift daughter $1.7m withdrawn from joint account, court finds
  • Court intervention required after testator outlives her executor and most beneficiaries

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When a mirror will may not be right for you

Consumer advocates call for POA and executor training

Don’t forget your debts in estate planning

Mother intended to gift daughter $1.7m withdrawn from joint account, court finds

Court intervention required after testator outlives her executor and most beneficiaries

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