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Celebrating

our 10th year
blog anniversary

Author: Margaret O'Sullivan

How to Remove the Clutter and Organize Your Affairs

Many of us feel overwhelmed when it comes to keeping our financial affairs up-to-date and in order. Whether it is technological challenges, including accessing the information we need through a portal when it used to come automatically through snail mail, new legislation and increasing tax compliance or keeping our estate

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U.S. Estate Tax: Heading Toward the Cliff on January 1, 2026

There is increasing uncertainty about the future of U.S. estate tax. On the one hand, under U.S. legislation that temporarily halved the lifetime exemption amount passed during the Trump administration, the lifetime exclusion amount is set to decrease on January 1, 2026, to $5M (USD) adjusted for inflation since 2011,

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Dare to Choose: Update on Medical Assistance in Dying (MAID)

On the heels of Canada Day, what are the things that make Canada distinctive? Well, on the estate and advance planning front, one significant difference is that Canadians have the ability to choose to end their life with medical assistance that many residing in other countries do not have. We

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Reflections and Predictions on our 25th Anniversary

This blog comes to you today, May 4, 2023, on the 25th anniversary of the establishment of our firm. I thought I would share some reflections on the past and some predictions for the future. It’s with a lot of gratitude that we as a firm take a moment to

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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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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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