Can an executor act as a witness to a Will?

Friday, June 24th, 2016

Two witnesses are sometimes hard to find. In a pinch, could an individual who is appointed as an executor under a Will act as a witness to that Will? In Ontario, the rules governing the formalities of Wills, including the eligibility of witnesses, are set out in the Succession Law Reform ...

ESTATE PLANNING REFRESHER: TRANSFER OF LIFE INSURANCE

Tuesday, May 31st, 2016

From time to time, we are asked about the tax consequences of transferring life insurance policies particularly in the context of some common (or not-so common) estate and trust planning scenarios involving transfers. As most people know, when a transfer of ownership of a life insurance policy occurs, the ...