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Author: Susannah Roth

Navigating an Estate Administration: Key Concerns and Deadlines

Overused quote alert! “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” The above statement by Benjamin Franklin in a letter to Jean-Baptiste LeRoy in 1789 is often abbreviated, but the

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The Estate Trustee is Dead, Long Live the Estate Trustee

One of the most important decisions to make in planning your Will is choosing your executor and trustee (referred to as an estate trustee). Who should act, whether you should have two or more act jointly, and who to appoint as the alternate(s) should your first choice be unable or

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New Year, New Estate Laws Are Here

OThere have been a lot of great songs written about change. Like a broken heart, it’s a universal theme, and an essential part of our human experience. One of my favourites is “Video Killed the Radio Star” by The Buggles. (Fun fact – this was the first music video to

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Second Spouse, Second Chance for Estate Claims

We all know that divorce rates are high, and common law relationships are increasingly, well, common. You may not know that a very high percentage of divorced individuals will eventually remarry, and more than one in four Canadians who are in a spousal relationship are in their second or subsequent

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So, You Haven’t Made a Power of Attorney?

In our Advisory “Planning for Incapacity Using a Power of Attorney”, we discuss the benefits of having powers of attorney for personal care (medical and other care decisions) and for property (assets and financial decisions), and provide some information regarding powers of attorney and how they function in Ontario, including

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