519 672 2121
Close mobile menu
Published on: 12 Mar 2024 By

Probate planning pitfalls: The risks that you need to consider before adding your child to the title of your home for estate planning purposes

When it comes to estate planning, people often become fixated on ensuring that their estate does not have to pay Estate Administration Tax (also known as “probate tax”1). This fixation is largely driven by the fact that if one’s estate is not subject to probate tax, there will be more money …

View the post titled Probate planning pitfalls: The risks that you need to consider before adding your child to the title of your home for estate planning purposes
Published on: 11 Dec 2023 By

Emerging guidance on substantial compliance Wills in 2023

Until recently, a Will in Ontario had to meet the strict formal validity requirements set forth in the Succession Law Reform Act1 (the “Act”) in order to be valid. This meant that a Will had to be in writing and signed by the testator in the presence of two witnesses who also signed the document....

View the post titled Emerging guidance on substantial compliance Wills in 2023
Published on: 6 Apr 2022 By

Power of attorney issues: compensation for powers of attorney for personal care

Providing care to an elderly or sick family member is a significant and often thankless undertaking. Quite often, it is the attorney for personal care who assumes the caregiving responsibilities. Attorneys for personal care often spend hours cleaning, cooking, and driving their loved ones to…

View the post titled Power of attorney issues: compensation for powers of attorney for personal care
Published on: 15 Mar 2022 By

Receiving an inheritance while on the Ontario Disability Support Program

Receiving an inheritance, either as a beneficiary under a Will or through the proceeds of life insurance, while on Ontario Disability Support (“ODSP”) can require some additional steps and planning to avoid a loss of benefits. Since ongoing qualification for ODSP benefits is based on a finan…

View the post titled Receiving an inheritance while on the Ontario Disability Support Program