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Celebrating

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Category: Blog

Demystifying Roles and Responsibilities of Fiduciaries

When updating your estate plan, it’s important to consider who will be the key decision-makers on death and on incapacity. Understanding these roles can help you prepare better for your future and make informed decisions about your property and personal care. This blog highlights the responsibilities of fiduciaries in the

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How to Plan for Beneficiaries with Disabilities Using RDSPs

Commencing with the introduction of registered retirement savings plans (“RRSPs”) in 1957, registered plans have generally become an integral part of the estate planning process. Although registered plans play an important role in both the financial and estate planning of many Canadians, the tax treatment of such plans can vary

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Accidental Drowning: Estate and Third-Party Claims

As we settle into the latter half of the summer months, it bears remembering there are risks associated with the water-related activities which attract many of us at this time of year. Whether swimming, boating, or floating, the majority of drownings occur in lakes, ponds, and rivers, while the victim

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Heads Up: Pitfalls of Dying Intestate with Minor Children

When a person dies without leaving a valid will, they have died “intestate”. A valid will can provide for who should administer the estate, who should benefit from the estate, and the terms on which the beneficiaries inherit. If you die without a will in place, your estate will be

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A New Paradigm: Wealth Advising for the Future

As an estate lawyer, how many times have I said under my breath to myself as my clients have exited the boardroom after an often lengthy, revealing, intense, and always interesting meeting: “I don’t need a law degree – I need a psychology degree!” I am sure my sentiment is

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The Pros and Cons of Multiple Executors and Trustees

An executor is the person appointed to carry out the provisions in a will, including distribution of the estate. A trustee is the person appointed in a will (in the case of testamentary trusts) or other trust document (i.e., an inter vivos trust) to administer a trust for the benefit

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