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Toronto Ontario Estate Law Blog

Great family cottage memories? Keep them that way.

If you own a family cottage or other vacation property, it may not be just a financial asset but an emotional investment for you as well, and therefore proper planning for this special asset is especially important in order to meet all your future goals for it. The financial aspects

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Beneficiary Designations: When Less is Not More

You may know that having a beneficiary designation for your life insurance policies or registered retirement plans (RSPs) is a good idea, including in order to avoid Ontario estate administration tax (previously probate fees) on the value of assets which would otherwise pass through your estate (see our Client Advisory

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Multi-jurisdictional Succession Issues Checklist

An increasing number of individuals have connections to more than one jurisdiction which can significantly affect their estate planning. In this Blog post, we explore a few special issues and considerations that need to be factored in estate planning to ensure a comprehensive and effective estate plan where there is

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Reflections on the “Trusted Advisor”

We increasingly see use of the term “trusted advisor”, particularly in the arena of financial and estate planning services. But what is a “trusted advisor” as opposed to someone simply providing advice? At its root I would submit is the requirement that a trusted advisor acts in the best interests

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