Category Archives: Estate Planning

Estate planning is a must for all of us, but it doesn’t have to be painful.

With the right information and resources, you can have a worry-free plan in place that protects your family from any financial or legal risks.

Find answers to common questions below or you can browse our full library of free estate planning resources:

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Michael Jackson’s $500 Million Estate Debt and How To Avoid the Mistakes That Created It.

It has been eight years since the death of ‘The King of Pop’, yet his estate is still in distress.   Michael Jackson will forever be the ‘King of Pop’, however, his untimely death in 2009 revealed that he left behind a debt of $500 million for his estate. Jackson had been known for his lavish…

Can a Relative’s Vendetta Cause Your Estate Financial Harm?

A relative’s grudge can cause serious financial harm to your estate. A recent case shows how much damage can happen. We all have fights with our relatives. Thanksgiving and Christmas dinner are perfect examples of family gatherings where relatives air their grievances, addressing family issues in front of everyone. While nothing seems worse in the…

Using Technology to Streamline Will-Planning

Throughout the past decade, technology has transformed the world immensely. Tools like social media and video messaging are subjects that people could only dream of 30 years ago. The practice of law has arguably been slower to embrace new technologies. Will and estate planning, however,  just got a much-needed overhaul for 2017.

Draft Will Clause

Draft Will Inclusion Clause Inclusion of Executor, Estate Trustee or Administrator Errors and Omissions Insurance I authorize my Trustee(s) to purchase, at the expense of my estate, such errors and omission insurance as my Trustee(s) determine(s) in his/her/their sole discretion is sufficient to protect my Trustee(s) against claims and losses arising from any error of…

Is Your Charitable Gift a Tax Shelter? Learn from the Leibovitz Controversy

Charitable gifts are steadily gaining popularity among Canadians. While including a charitable gift in your will is not a new concept, more and more people are choosing to make charitable gifts while they are still living, too. This seemingly perfect way to gift your assets to your loved ones and organizations comes with a warning,…

Estate Planning 101: How to Include Passwords, Online Banking & Social Media

Canadians are embracing new digital technology and tools to help them in all aspects of their lives, including financial management. Estate planning must evolve in the 21st century to accommodate this new trend or else face leaving behind a frustrating digital maze for executors and beneficiaries to navigate. “86% of Canadians use at least one…