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Executor and Estate Administration

Dying Without a Will: What Your Family Needs to Know

What Really Happens If You Die Without a Will? Dying without a will; it’s uncomfortable to think about. In fact, many people avoid thinking about it at all. But the truth is, if you die without a valid will in Read more

By Nancy, 1 year ago
will, personal effects on a desk or table top
Estate Planning

What Most Wills Miss!

What Turns a Legal Document Into a True Legacy? Do you know what most wills miss? When people think of creating a will, they often breathe a sigh of relief once the legal paperwork is signed. After all, that piece Read more

By Nancy, 1 year ago
man's hands typing on a laptop with the words "the next chapter begins"
Aging and Life Transitions

The Power of Purpose

Purpose Doesn’t Retire: Stories of Second Acts and Lasting Impact What is the power of purpose? Well, some stories don’t need to be told. They simply need to be seen. For years, on my daily walks, I would pass a Read more

By Nancy, 1 year ago
Executor and Estate Administration

Wills by Zoom? How Ontario’s Probate Reforms Could Impact You

Adapting Your Estate Plan: Navigating Ontario’s 2025 Probate Reforms Estate planning is not a one-and-done task. It’s a living process that must evolve alongside your life, your relationships, and the law. In 2025, Ontario introduced a series of probate law Read more

By Nancy, 1 year ago
Estate Planning

What Happens If You Never Adapt Your Estate Plan?

Adapt Your Estate Plan: Protect What Matters Most From changing tax laws to evolving family dynamics, adapting your estate plan ensures it still reflects your values and your wishes. Why do you need to adapt your estate plan? Most people Read more

By Nancy, 1 year ago
an empty chair in a sunlit room symbolizing being unable to speak for yourself
Estate Planning

Incapacity Planning: What Happens If You Can’t Decide?

The Growing Importance of Incapacity Planning As our population continues to live longer, with life expectancies now stretching well into the 80s and beyond, the conversation around aging is increasingly turning to more than just retirement savings and long-term care. Read more

By Nancy, 1 year ago
stressed executor and adult child
Estate Planning

The Estate Planning Gap: 85% of Canadians Don’t Have a Plan

What Is The Estate Planning Gap? “Failing to plan is planning to fail.” – Alan Lakein Simply put, the estate planning gap is the difference between those who should be creating an estate plan and those who actually have one Read more

By Nancy, 1 year ago
an older man holding a top secret folder with the caption shh.. the estate planning shortcut you've never heard of.
Estate Planning

Privacy, Probate, and a Plan: Why Savvy Canadians Choose Alter Ego Trusts

The Role of Alter Ego Trusts in Avoiding Probate in Canada Alter Ego Trusts:  an estate planning tool for Canadians 65+ seeking privacy, control, and efficiency When planning for the future, many Canadians aged 65 and older are turning to Read more

By Nancy, 1 year ago
Man looking shocked at final tax assessment
Executor and Estate Administration

The CRA’s Parting Gift: Deemed Disposition and the Final Tax Sting

Deemed Disposition at Death: What Executors Need to Know When someone dies in Canada, their tax obligations don’t end. They can, in fact, become significantly more complicated. One of the most important and often misunderstood rules is the deemed disposition Read more

By Nancy, 1 year ago
desk with laptop computer open to a probate application screen. Captioned Probate without the paper cuts
Executor and Estate Administration

Digital Probate Made Easy: Lessons from Alberta’s New Online System

Navigating Alberta’s Digital Probate Process: A Simple Guide for Families If you’ve recently lost a loved one, you might be facing an unfamiliar and emotional task: managing their estate. One of the first legal steps is often probate , and Read more

By Nancy, 1 year ago

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