Conventional estate planning continues to provide us with important insights into human behaviour. A recurring observation by professionals working in the estate planning field is that unearned gifts, inheritances, and…
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As a parent, one of the most difficult things to consider is the possibility that you could die before your children become adults. Roughly 5% of children will lose one…
What is a Planning Horizon? For anyone working to create or update their Will, it is helpful to pause for a moment and consider your Planning Horizon before you start…
Here are my 4 tips to effective planning to start off the new year. January sparks thoughts of new beginnings and, more importantly, reflection on the year past. How have…
The winter solstice is a perfect time to share your stories. It lands on December 21st each year, which means we have almost made it through the darkest time of…
“I’m the Executor. What happens next?” It’s one of the most frequently asked questions that we receive after the passing of a loved one. Most Executors assume that they need…
Probate is one of the most misunderstood concepts in law. The misunderstanding has a massive impact on both estates and families. In my opinion, Probate is the biggest red herring…
During your lifetime you will require a Power of Attorney for Property. It is important to appoint someone that you trust to manage your property in the same way you…
Most people will benefit from a deeper understanding of the interactions between the Will and the named beneficiaries on life insurance policies and investments such as RRSPs. A Will that…
Carl lived the dream shared by many people. He had grown his landscaping business to the point that it supported a comfortable lifestyle. Better yet, the business had supported the…