November 2022
- No Children? Who Should Manage Your Healthcare If You Lose Capacity?
- Couple Disputes During Estate Planning
- Should Your Attorney for Personal Care Be Paid?
- No Children? Then What Happens If You Die Without A Will?
September 2014
August 2014
June 2014
May 2014
- What is Happening to Our Families?
- Conditional Inheritances
- When Sharing A Wall Becomes A Nightmare
- Estate Trustee Role Can Be Thankless
- Squabbles Over Estate Trustee Compensation
- 4 Steps to Avoid Liability For Misinterpreting A Will
- When Pets Rule Communal Living
- Court Sides With Estate Trustee In Fraud Case
- Estate Problem Denial
- So Who Will Take Care of Mom?
- Estate Disasters Waiting To Happen: Part II
- Estate Disasters Waiting To Happen: Part I
April 2014
March 2014
- No Sale Contract, No Deal!
- Five Steps to Update A Surviving Spouse`s Affairs
- When A Loved One Dies
- Court Empathy for Final Resting Place
- Familial Burial Rights
- Embalming Controversy
- Reviewing A Sale Agreement Before Signing
- Regulating Real Estate Transactions in Ontario
- A Real Estate Agent`s Duty to Verify
- Vendor Disclosure for House Sales
- Reimbursing Estate Trustees for Costs
February 2014
January 2014
- When Can A Court Delete Or Add Words To A Will?
- Estate Representation for Tribunal Cases
- Can Estate Debt Cancel RRSP Designations?
- The Importance of Estate Liquidity
- Do You Have To Act As Estate Trustee?
- When Can An Estate Trustee Take Compensation?
December 2013
- Investing Estate Assets
- Who Can Be A Party In Estates Court?
- Estate Valuation Mistakes Are Costly!
- A Warning to Uninformed Beneficiaries
- Presumption of Death
- Intention to Create A Trust
- Rival Siblings Call For Estate Trustee Removal
- Misunderstood Ownership Causes Will Gifts to Fail
- Insuring The Risks of Being An Executor
- Estate Planning for Rewards Points
- Can Someone Else Decide How to Divide Your Estate?
November 2013
- Resolving Real Estate Title Problems Before Closing
- Family Law and Business Succession
- Freezing to Retire: Family Business Succession
- Appealing Property Tax Assessments
- Choosing a Lawyer: Beware of An Over-Delegator!
- Precautions Against Excessive Beneficiary “Friendliness”
- Spousal Choice for Inheritance
- Disinheriting Trouble-Making Beneficiaries
- The Children’s Lawyer’s Concerns About RESPs
October 2013
- Give Me My Share!
- Corporate Structure and the Business Succession Plan
- Succession Planning for Business Owners: Sale to a Third Party
- Ms. Trustee, Do It Yourself!
September 2013
July 2013
- Estate Disputes Over Joint Accounts
- Dependant Support Claims for Broken or Unwed Families
- Plan to Give
- Are Our Dearly Departed in the Way?
- Extravagant Funeral or Frugal Tombstone?: How Lifestyle Follows You To The Grave
June 2013
- Death Cafés: Embracing Our Mortality
- Securing the Estate Trustee
- When Foreign Owners of Ontario Assets Die
- Estate Trustee Misconduct: Part II
- Estate Trustee Misconduct: Part I
- Automatic Ownership of Real Property After Three Years
- Dealing With Loans Owed to the Deceased
May 2013
- Variation of Trusts
- Determining Whether Probate Is Necessary
- Avoiding Liability for Estate Debt
- How Thick Is Your Blood?
- Your Right to Use Someone’s Real Estate
- Discussing Your Estate Plan With Your Family
- Can You Be Trusted to Keep A Secret?
April 2013
February 2013
- Valuation of Assets
- Alter Ego Trusts
- Assets You Cannot Gift At Will
- Charitable Donations In Your Will
January 2013
December 2012
- Splices in Time
- Unravelling the Mysteries of Spousal Beneficiaries
- When Family Dynamics Dynamite An Estate
- What Will Happen To Your Pet If You’re Not There?
November 2012
October 2012
- Let’s Talk About Insurance
- Free Seminar and Complimentary Dinner
- Implications of Citizenship In Estate Planning
- Financing An Education
- How Free Are You to Plan Your Estate?
- Estate Liquidity
- Designating A Plan Beneficiary In Your Will
- Should You Rent or Own?
- When Saying “I Do” Undoes Your Will!
- Ending Right of Survivorship
- Do You Own Foreign Assets?
September 2012
- Planning for Survivorship
- Protecting Your Estate and Discussing It With Your Family
- Per Stirpes vs. Per Capita
- When You Outlive Your Beneficiary
- Too Many Beneficiaries, Not Enough Assets!
- Providing Protection for a Disabled Dependent
- Will Gifts That Are a Matter of Class
- A Thorough Estate Plan Brings Peace of Mind
- Holograph Horrors
August 2012
May 2012
March 2012
January 2012
November 2011
October 2011
August 2011
July 2011
- Choosing the Right Estate Trustee
- Effective Succession Planning for Cottages and Investment Properties
June 2011
May 2011
April 2011
February 2011
- Wills and Powers of Attorney
- What If I Default On My Mortgage?
- Living Wills: Communicating Your Health Care Wishes
- Estate Planning for Pets
January 2011
November 2010
- Discussing Your Estate Plan With Your Family
- Protecting the Inheritance: Families, Pets and Family Relationships
October 2010
- Protecting Special Assets in Your Estate
- Benefits of Having A Survey
- Applying for Probate: A Taxing Affair
- Protecting Your Estate
September 2010
July 2010
June 2010
April 2010
- Wills and Powers of Attorney
- The Risks of Buying A Home With An Unconditional Offer
- No Will?…Then What is Your Spouse Entitled To?
March 2010
February 2010
- Protecting Special Assets In Your Estate
- Maintenance Advice for Your New Home
- It Pays to Keep Your Will Updated
January 2010
August 2009
- Post-Closing Property Tax Surprises for Newly Constructed Homes
- Jointly Held Assets: Avoiding Some of the Pitfalls
May 2009
February 2009
September 2008
August 2008
November 2007
October 2007
September 2007
May 2007
April 2007
March 2007
November 2006
October 2006
September 2006
July 2006
- Fundamentals of Estate Planning
- Networking and Marketing Through Community Involvement
- Fundamentals of Estate Planning