Category: Wills, Estates and Trusts

If a client has Canadian property and assets in a foreign jurisdiction, it is recommended that they consult with a lawyer in the jurisdiction where they hold those foreign assets.

When a Trust is established, through a Will or otherwise, it is usually recommended for the Will maker or Settlor to provide the trustees of the Trust with a Letter of Wishes with regard to the administration of the Trust and how they would like things to be handled.

Leaving a charitable donation in your Will can be a wonderful way to benefit a charity that has meant a great deal to you during your lifetime.

If you have an existing Will, that’s a great start. However, as your life changes, so will your Estate Planning needs.

Executors have many duties to the beneficiaries of an estate - they must act in good faith, to the standard of a reasonably competent person, keep an even hand between the beneficiaries, protect the assets, and make sure the taxes and debts are paid.

There are 3 “main” documents a client should consider when making an estate plan - a Will, Power of Attorney, and Representation Agreement.

The New Year is a great time to review your Will. If you have an existing Will, that’s a great start. However, as your life changes, so will your Estate Planning needs.

Should I put my Will in my safety deposit box? That is a frequently asked question by many clients of mine.

A Power of Attorney, if used carefully, is an important estate planning tool. This legal document is commonly prepared to provide for situations where a person cannot manage his or her own affairs.

There are a number of important considerations which arise where an estate planning client holds shares in a company including legal, tax and financial considerations.

Leaving a charitable donation in your Will can be a wonderful way to benefit a charity that has meant a great deal to you during your lifetime.