Estate Planning

Don’t let clients avoid estate planning Fallback Image Decorative pattern

Estate Planning

Don’t let clients avoid estate planning

More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.

By Staff |November 13, 2015

1 min read

How executors should handle funeral arrangements Fallback Image Decorative pattern

Estate Planning

How executors should handle funeral arrangements

One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]

By James Dolan |November 6, 2015

4 min read

What happens to estate planning when both heir and testator die? Fallback Image Decorative pattern

Estate Planning

What happens to estate planning when both heir and testator die?

Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck running a red light. Adam was pronounced dead on the scene, while Brenda died in hospital 6 days later. It didn’t take long for two estate battles to erupt. *This […]

By Dean DiSpalatro |November 6, 2015

6 min read

Ethical investing in trusts Fallback Image Decorative pattern

Estate Planning

Ethical investing in trusts

What to watch for with this emerging trend

By Elaine Blades and Paul Fensom |October 30, 2015

4 min read