Blog

Celebrating

our 10th year
blog anniversary

Blog

Toronto Ontario Estate Law Blog

A New Protective Regime for an Aging Society?

If you have a child or spouse, you may be surprised to learn that you have no automatic right to manage their property should they become incapable and unable to make decisions unaided. Capable adults in Ontario can make a continuing power of attorney for property to allow one or

Read More »

Ethical Wills

You may or may not have heard of the term “ethical will”. An ethical will doesn’t deal with money or assets, but instead with values, beliefs, words of wisdom, inner thoughts, and family history and tradition. We predict it will become a more common part of the estate planning process

Read More »

Fiduciary Accounting – Slicing the Pie Without Causing Indigestion

Transparency has become a powerful discussion point in recent years. A lack of corporate financial transparency has arguably been the cause of many modern major financial crises and corporate bankruptcies. Whether you agree with this view or not, transparency is a hot-button issue, both socially and politically. Lack of transparency

Read More »

Successfully Navigating an Estate with Foreign Assets

For many, borders between home and foreign jurisdictions increasingly matter less and are easily overlooked when acquiring new assets, like a second home in another country and bank accounts and other financial assets. Updating your estate planning to reflect the new status quo of foreign asset ownership, however, doesn’t always

Read More »

Letters of Wishes: Personal Care Matters

Advance care planning is the process of planning for your future care. An important component is documenting your wishes with respect to personal care and discussing them with your attorney for personal care, your family, and your friends, as appropriate. Wishes can be expressed in your power of attorney for

Read More »

Globalization, Wealth Planning and the Mobile Client

The world is only getting smaller, not bigger. Technological change combined with affluence has increased our connectivity. People are travelling more and increasingly buying foreign real estate and residing in different parts of the world for extended periods of time – often in warmer climates south of the border in

Read More »