Estates

When signing a Will, most individuals can complete the process with a standard witness clause, confirming they signed voluntarily in the presence of two witnesses. However, certain situations require additional steps to ensure the Will’s validity. Whether a testator is blind, unable to sign, or has limited English comprehension, it’s crucial to document the signing […]

It is important to remember that when a loved one has died, the planning of the funeral is something that one should not take lightly. Did the Deceased want to be cremated? Is there a plot already purchased? Should the ashes be scattered? Do we proceed with a religious ceremony? Do we plan a Celebration

You have recently lost a family member or longtime friend who has named you as the Executor in their Will. We have all heard the term ‘Probate’, but the one question that I hear on a regular basis is “What is Probate?” which is usually followed by, “Will we need it?” and “Can you help?”. 

Have you been asked to act as either an Estate Trustee or an Attorney granted by a Power of Attorney for Finance for a family member or friend?   Do you know what you need to do? The first step is to determine the value of the individual’s assets.  The value will need to be determined

So, you have been named as an “estate trustee” (i.e., executor) in a last will and testament – what now? This is typically an onerous role, so it is important you understand your duties and potential liabilities if you accept this role, which you must decide at the outset. In Ontario, “probate” is an antiquated

You know you should do it – make an estate plan. Do a last will and testament and your powers of attorney. Don't let the government take more than necessary; protect your beneficiaries.  But what happens if you don't listen and you have no will or estate plan? Is it really that bad?  Answer –

So, you’re unhappy with the last will and testament of a family member, or someone from whom you reasonably expected to inherit…… Legally, any person can challenge the validity of a Will, but there are only certain grounds to do so. If you do not qualify within one or more of these recognized grounds, the