This blog has been written by Rahul Sharma, Partner, at Fasken Martineau DuMoulin LLP, Toronto The world is changing very fast and conversations that I am having with people today include generous helpings of “T” words other than “tax” and “trust.” I could try to keep count of how many times…
Month: February 2025
Total 14 Posts
This blog post was written by: Alicia Mossington, Estate and Trust Consultant, Scotiatrust London Historically in Ontario, a Last Will and Testament was required to meet strict formal validity requirements to be considered valid. The requirements set out in the Succession Law Reform Act required a Will to be in…
It is not uncommon that a person will add someone else, often times a family member, to their bank accounts as a joint owner or create a new bank account with that person as a joint owner in order to avoid probate fees. This may also be done with other…
This article is written by Nicole Ewing, Principal, Wealth Planning Office, TD Wealth As an estates and trusts professional, I’ve certainly had my share of conversations about death, taxes, and all the in-between. I’ve discussed the pros and cons of various approaches, tools, and strategies. I’ve helped those who are…
We live in interesting times. This phrase has been coming to mind all week after meeting with a family who is managing the care of their elderly father with advanced Alzheimer’s disease. They asked questions about managing his care and shared their other daily challenges. For example, like you, they…
This blog has been written by Pritika Deepak, Associate at Fasken LLP. In the continuation of the discussion on Powers of Attorney for Property (“POAs”) in Ontario, it is important to understand the nuances of drafting and executing these documents to ensure their validity and effectiveness. As mentioned in Part…
Charities do not exclusively depend on donations, despite popular perceptions to the contrary. In Canada, government funding and earned revenue contribute more to registered charities than donations. Both these types of low-key funding are under pressure, enough so that we will soon witness some large charities shrink or even collapse….
Today’s blog was written by K. Thomas Grozinger, C.S., LL.B., TEP, Principal Trust Specialist with RBC Royal Trust Our lives continue to be impacted by rapid changes in technology. In an era where many aspects of daily living involve interaction with some form of electronic or digital media, even estate…
Much has been written on All About Estates on the topic of missing heirs – how to find them, and what to do if you can’t. But what happens if you have missing assets? Perhaps you’ve been appointed as an executor of an estate where you have very little information…
This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Deepseek is here, as is cheap, and easily accessible AI. Many tasks have been automated by AI recently. Customer support, student education, investment management. For better or for worse, AI is here to stay. What else can we do…