Dependant Support Claims
The best thing to do when dealing with dependant support claims is to make sure you have enough knowledge and background about dependant support claims to advise will planning clients about this issue. In other words, the goal is to get ahead of these claims during the planning stage.
Why you might consider a corporate executor, when to consider them, and how to appoint them.
How to Start an Estate Planning Practice: Building Your Process
We’ve had the opportunity to speak with hundreds of estate lawyers across Canada about their estate planning process. In this blog post, we’ll highlight our view of the 10 most important stages and why you should include them in yours.
US Real Estate Planning
What are the implications in US estate tax issues for US real estate and how does it affect ownership options for Canadians with US real estate.
What happens when a beneficiary predeceases the Will-maker? A well planned Will should cover that common possibility. Providing for an alternate beneficiary in that case is called a “Gift-Over”.
Motivations to Protect Trustees
There are two key reasons to protect an executor. To help a chosen friend and/or family member as the trustee or the trustee insists on the protection.
How to Protect Executors and Trustees
A trustee's role is important and should not be overlooked. Learn how to protect trustees in a client's will.
The Difference Between Mirror Wills and Mutual Wills
What are the differences between Mirror wills and Mutual Wills? This blog covers how they differ and what you should use each in your estate practice.
New Features: Retainer Agreement, Provisions Sync & Graphic Summary
We've now added a Retainer Agreement to reduce time drafting.
New Administration, But Same Old Estate Tax Exemption
What are the implications of the US Estate Tax Exemption on Canadians. As a Canadian lawyer, here are the red flags to watch out for when dealing with US assets and citizens.
Virtual Will Signing in Ontario - Reduced Options for Remote Signing
Only counter-part option available for remote signing
Litigating with an Estate
On Thursday April 29, 2021, Jordan Atin and Ian Hull discussed Estate Claims and Litigation Involving Estates.
Codicils and Alterations
Discussion of effect in change of circumstances, Revocations, Codicils, Alterations & Advice to Clients
10 Characteristics Of A Successful Executor
Consider this top 10 list when picking an executor.
Today, we are excited to announce ePlans, our one-click Will plans for typical situations. With the click of a button, all beneficiary designations, bequests, residue gifts, and estate trustee appointments are automatically created. Once you run an ePlan, you can go into each section to review and make any changes you want.