Category: Probate

Toronto Library Seminars for Executors

Are you planning your estate or running an estate? What do you know about probate? You don’t need to go to graduate school to be an executor/estate trustee. You do, however, need to have an overview of the probate process. What happens to an estate is everyone’s…
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Ontario Probate Mysteries Explained

Are you an executor or estate trustee in Ontario? Probate is a mystery. I’ll try to explain it in this post. Executors want to see the light at the end of the tunnel. You want to know how long it takes to probate an estate. These are…
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Ontario Rules on Estate Administration

When a person dies with a will in Ontario, what happens? The will usually names executors. In Ontario, executors are called estate trustees with a will. They have authority to deal with estate matters. In some cases, they may not need to probate the will. What does…
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Executors: Do You Need to Probate All Wills?

As estate trustee, here are some things you must know about wills: 1. Wills are legal documents. 2. Wills are subject to scrutiny and legal interpretation. 3. Wills can be declared invalid by a court. What happens if Jack’s 2013 will is contested in court? The court…
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Ontario Probate Taxes: New Rules for 2013

Are you interested in saving taxes? As of January 1, 2013, Ontario provincial probate rules have changed. New regulations will impact executors, estate advisors and your estate planning. What you know about reducing probate taxes may be obsolete. There is no longer a tax called “probate tax”…
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New Estate Features for Advisors

  NEW: Ask Ed I'm inviting you to submit your estate questions to me. I'll select and answer questions in this blog. You can remain anonymous, if you wish. Submit your questions, comments or whatever is bothering you. I hope we can establish a dialogue on estate…
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Dirty Fighting with Lawyers

Bob: “You are my lawyer, Jack, and you have to know. Ron is going to fight to get what he wants.” Jack: “That’s why the secret to success is to find out what Ron wants and to see if you can give it to him.” Bob: “Isn’t…
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