Estate planning

The flexibility of beneficiary designations Fallback Image Decorative pattern

Estate Planning

The flexibility of beneficiary designations

Clients can use their wills to make designations

By Margaret O’Sullivan |October 16, 2015

4 min read

Implications of new probate rules in Ontario Fallback Image Decorative pattern

Estate Planning

Implications of new probate rules in Ontario

Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed an accompanying affidavit stating the valuation was correct, and that was usually that. Not any more. As of January 1, Ontario executors (known as estate trustees) must file an Estate […]

By James Dolan |October 9, 2015

4 min read

Can you really protect executors from liability? Fallback Image Decorative pattern

Estate Planning

Can you really protect executors from liability?

Many people do not realize that a trustee faces a myriad of legal and fiduciary responsibilities.

By Keith Masterman |September 10, 2015

5 min read

Make sure clients understand Graduated Rate Estates Fallback Image Decorative pattern

Estate Planning

Make sure clients understand Graduated Rate Estates

New federal trust rules come into effect in January 2016

By Frank Di Pietro |September 8, 2015

4 min read