Our Wills & Estates
Our Wills, Estates and Estate Disputes practice includes the following areas:
- Estate planning
- Incapacity planning
- Estate administration
- Estate litigation
Clients who need Wills and Estates legal advice need more than a lawyer; they need an advisor who can understand their concerns, hopes, desires and challenges. Clients in this area want to understand their legal options in the context of their emotional preferences and the pressures they are facing. They need someone who doesn’t simply tell them the law, but helps to ensure the law works for them.
Our Wills & Estates team has many years of combined experience in providing exceptional legal services to our Estate clients in all areas of Estate Law. What sets us apart is our ability to provide these services with empathy and sensitivity, on a highly personalized basis.
We understand that the times in which a client seeks Wills & Estates advice can be challenging, so we seek to make the legal process as painless as possible. For example:
- We don’t believe in the cookie-cutter approach. We look at each situation with fresh eyes and work to create a tailored solution for your particular situation.
- We are accessible (easy to reach) and responsive (we get back to your enquiries promptly).
- We strive to resolve your legal issues as quickly as possible.
- We are cost-effective. We regularly conduct marketplace surveys and know that our fees are equal to or lower than many of our competitors. We also make use of our dedicated paralegal wherever appropriate, to ensure further cost savings.
- We are great collaborators with related service providers, such as accountants and financial advisors. As a full service firm, our clients also have access to our in-house expertise in many related areas such as family law and corporate/commercial law (especially of value for family businesses and succession planning).
Our Recent Newsletters
- August 2019 – No Good Deed goes unpaid for. Getting Paid to be an Executor.
- July 2019 – Losing a Loved One is Taxing Enough | Tax Cautions for Assets Passing Outside of the Estate
- June 2019 – Keeping it in the Family – Recreational Properties
- April 2019 – Appointed as a Power of Attorney? These are your role and responsibilities.
- March 2019 – Beneficiary Designations – Not the End of the Story, after all
- February 2019 – Planning for Incapacity – The Right Health Care Tool for You
- January 2019 – Don’t have a Will? Here’s why you need one.
- November 2018 – Avoiding Disputes over RRSPs and RRIFs
- October 2018 – Wills in Multiple Jurisdictions
- September 2018 – Committeeship – The Last Resort
- August 2018 – Trusting Trusts to Protect the Disabled
- July 2018 – Ruthless or Prudent – Must I Include My Spouse in My Will,even if he/she is Incapable and Doesn’t Need the Money?
- June 2018 – Predatory Marriages – A Specific Type of Elder Abuse
- May 2018 – Is Your Elderly Client being Taken Advantage Of?
- April 2018 – Missing Persons – What Happens to their Assets?
- March 2018 – The “Back of a Napkin” Will – A New Challenge for Estate Advisors
- February 2018 – The “Green Burial” Movement – Not Just “Plain-Jane” Cremation Anymore
- January 2018 – Reflections of the Past Year – What NOT to Do Using a Power of Attorney
- November 2017 – The Forgotten Tax Changes— Principal Residences
- October 2017 – Joint Tenancy – Documenting Intention After Transfer
- September 2017 – Shareholders’ Agreements – The Forgotten Estate Planning Tool
- August 2017 – Good Reasons for Disinheriting a Family Member?
- July 2017 – Am I Still Entitled to Spousal/Child Support, Now That My Ex Has Died?
- June 2017 – Best Practices to Avoid Disputes
- May 2017 – Challenges to Wills (Wills Variation) – Do You Have a Claim?
- April 2017 – The Pitfalls of Joint Tenancy – Unclear Intentions and Disputes after Death
- March 2017 – Can an Executor be Removed for Improperly Dealing with the Estate?
- February 2017 – Dealing with Problem Executors
- January 2017 – Common Executor Mistakes
- November 2016 – Life Insurance & Minor Children
- October 2016 – Wills for Business Owners
- September 2016 – Dangers of the “Back of the Napkin” Will
- August 2016 – Tips for Executors
- July 2016 – Life Insurance Policy | What are the Downsides to Naming a Minor as Beneficiary?
- June 2016 – Is Joint Tenancy the Best Choice in Estate Planning?
- May 2016 – Does Dementia Invalidate a Will?
- April 2016 – What Happens to Joint Accounts upon Separation?
- March 2016 – Are You Eligible for Disability Benefits and Asset Exemptions?