LawPRO asks “do you ever wonder what happens if you die without a will?”

Tuesday, July 14th, 2015

“Learning styles” refers to the theory that individuals differ in how they learn. Many education specialists believe each of us prefers particular learning styles and techniques. Proponents of this theory believe these preferences account for differences in individuals’ learning and that we learn best when taught in a way that ...

More on Key Wealth Management Trends for 2015

Thursday, May 21st, 2015

Last month, my associate Paul Fensom highlighted some interesting statistics on Will & Estate Planning from a report by CEB Wealth Management Leadership Council, titled: Windows on the Future 2015: Key Wealth Management Trends. Here’s some more information from the report I believe will be of interest to this audience. The report ...

Fire’s burning, fire’s burning…

Thursday, April 23rd, 2015

Last week Rachel Blumenfeld and I had the pleasure of co-chairing an informative, interesting and entertaining session on cottage succession planning. The presentation was part of the STEP Canada Passport series. Our presenters were Gwen Benjamin, an estate planning specialist with Wilson Vukelich LLP and Justin de Vries, Principal of de ...