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Since 2007 and the ground-breaking Supreme Court of Canada case of Pecore v. Pecore (“Pecore”), the Courts have decided many...… Keep Reading

Documenting Intention After Transfer As more and more people look to joint tenancy as a “cheap” or “self-help” way of...… Keep Reading

We previously wrote about how putting an asset into joint tenancy could result in loss of control over that asset....… Keep Reading

We have previously written several times in this space about the risks presented by using joint tenancy as a cheap...… Keep Reading

Many people use joint ownership as a simple method of estate planning. While joint ownership is appropriate in some circumstances,...… Keep Reading

Where a married or common law couple separates and enters into a separation agreement with respect to division of their...… Keep Reading

Increasingly people are using vehicles such as RRSPs and RRIFs for retirement purposes. One significant advantage of these assets is...… Keep Reading

We are all aware that owning assets outside of Canada has its own set of challenges. Are you aware that...… Keep Reading

A Specific Type of Elder Abuse In a past article [here], we discussed the need for advisors to be wary...… Keep Reading

Alter Ego vs Joint Spousal Trust Planning What is an Alter Ego Trust? An Alter Ego Trust is a type of...… Keep Reading

With all the buzz surrounding the Federal Government’s recently proposed tax changes, talk of income splitting and passive investments has...… Keep Reading

Your pension not only provides you with post-retirement income, but it also provides financial security for your loved ones after...… Keep Reading

Life is complicated, and especially so when losing loved ones. By preparing this broad checklist, we hope to provide you...… Keep Reading

What You Ought NOT to Do Using a Power of Attorney As we reflect on the client situations we have...… Keep Reading

Tax Cautions for Assets Passing Outside of the Estate As the saying goes, there are two certainties in life: death...… Keep Reading

Learn how this Good Deed could Mess with your Plans… When we die our executors have a number of obligations in...… Keep Reading

Wondering about what is involved in planning your estate, and where to start? For many business owners, “estate planning” eventually...… Keep Reading

Pre-planning is something we enjoy doing when it comes to fun activities like a weekend at the lake. However when...… Keep Reading

When considering their estate planning, parents often want to support their children financially but are not sure of the best...… Keep Reading

The family cabin is a place to relax and get away from our busy and stressful lives. As the baby...… Keep Reading

In most Estates, there is no reason to fault the Executor, but one who abuses his/her power, causes harm to...… Keep Reading