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Toronto Ontario Estate Law Blog

Modern Estate Planning for Modern Families

I recently had the pleasure to participate in a webinar for the Canadian Legal Innovation Forum on contemporary drivers, trends and disruptive forces in estates practice and how estate lawyers are evolving their practices to meet them. One of the topics addressed in our panel discussion was generational and societal

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Whom To Inform About Your Estate Plan

You’ve gone through the process of executing your Will(s), Continuing Power of Attorney for Property and Power of Attorney for Personal Care… now what? This blog looks at some of the considerations after you have signed your key estate planning documents. Storage One of the key considerations is where to

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Wealth and Income Inequality: The Challenges Ahead

It is difficult to pick up a magazine or newspaper these days without reading an article or two which touches on the topic of wealth and income inequality and the growing concern on how best to address it. The pandemic, raging inflation and enormous government deficits have only put more

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A Letter of Wishes: When Your Trustee Is Also a Genie

In the world of estate planning, a genie is not the only one who could potentially grant you a wish: your trustee may also be able to do this with the help of a letter of wishes. A letter of wishes is a non-binding document that sets out suggestions to

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Solving the Multijurisdictional Jigsaw Puzzle: Which Law Applies?

Increasingly, people and their assets have connections to several jurisdictions, rather than just one as in times past. Over the course of a lifetime, many of us will leave a trail behind us of real estate, bank accounts, investment accounts, retirement savings plans and pensions, as well as beneficiaries and

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