our 10th year
blog anniversary
Choosing an executor is one of the most consequential decisions in estate planning. An executor is a fiduciary required to act honestly, impartially, and in the best interests of the estate over their own. Where an executor’s personal obligations, financial interests, or relationships conflict with these duties, these conflicts of
A well-crafted estate plan addresses more than just your major assets, like real estate, corporate interests, and investment accounts. It can also encompass personal effects with both sentimental and financial value. Often, these items carry deep emotional significance and can also be the focal point of disagreement among loved ones,
Sustainable living does not have to end with your lifetime. In today’s increasingly eco-conscious world, more and more individuals are looking for ways to reduce their carbon footprint and leave things “greener” for future generations. Eco-friendly estate planning can integrate those values into practical decisions that reduce your environmental impact
Back in 2023, my colleague, Marly Peikes, wrote a blog demystifying some common legal terms used in Ontario estate and trust planning. While an entire textbook could be filled with estate-related legal jargon, for now, we want to provide our readers with greater clarity on even more commonly used terms
Testamentary freedom is one of the hallmarks of Ontario’s estate planning regime. It gives individuals, when drafting and executing their wills and estate plans, the ability to distribute their assets in the manner that they see fit. However, this power is not absolute. A number of legislative restrictions exist on