The Estate Blog

Discover More about the Season of Giving

Here is an invitation to all financial advisors. You may need to advise clients about charitable gift giving throughout the year. I hope you can join me on Tuesday, November 30 from 12:00 – 1:00 p.m. St. Joseph’s Health Centre Foundation will hold a virtual networking and…
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What’s New in Ontario Estate Law as of January 2022

Take a moment to read my summary of changes in estate law. This is in the next release of Compensation & Duties of Estate Trustees, Guardians & Attorneys. Will Challenges The Accelerating Access to Justice Act, 2021, with numerous schedules, implemented changes in stages to the Succession…
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Advice – Executors, Always Talk to an Estate Lawyer First

Albert didn’t bother talking to a lawyer. He wasn’t sure if he was playing it safe. Albert was executor of his uncle’s small estate. He didn’t realize, however, the size of the estate’s liabilities. His uncle’s RRSPs were transferred directly to his designated beneficiaries. Unknown to Albert,…
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