Monthly Archives: June 2020

Toronto Executor & Trustee Pay $1 Million in 7-Year Estate Battle

“Horrific.” “Nothing short of a nightmare.” This is how both parties of a recent 7-year long estate battle described their experience to The Toronto Star. Terry Dooley, a semi-retired accountant from Toronto and the executor of the estate, was defending himself alongside the estate trustee against claims made by a relative of the deceased. The…

How to Close Gaps in Your Estate Plan Using this Custom Checklist

Are you 100% certain you’ve thought of everything you need to cover in your estate plan? Children, real estate, pets, financial assets, business succession plans, and charitable donations are the tip of the ice berg. You need to close gaps in your estate plan now before it becomes a huge financial and legal problem for…