With increased mobility of people and their assets, increasingly estates have a multijurisdictional dimension.

It's important in the context of estate planning to consider whether you wish to benefit any charities after your death.

In this Client Advisory, we present an overview of Ontario's estate administration tax (formerly "probate fees") regime.

For almost two years now, the prescribed rate under the Income Tax Act has been at an all-time low of 1%.

Margaret O'Sullivan explains why parents are choosing to wait longer to give children their inheritance.

IN THE PAST few years, government initiatives to ensure greater transparency in order to combat money laundering, the financing of terrorist activity and tax evasion have been prolific.

A well-crafted estate plan addresses more than just your major assets, like real estate, corporate interests, and investment accounts. It can also encompass personal effects with both sentimental and financial value.

In this Client Advisory, we present an overview of Ontario's estate administration tax (formerly "probate fees") regime. As well, we highlight reporting requirements implemented by the Ontario

For those who own a cottage or vacation home, who will inherit the property and how and when it will be inherited become serious concerns and are often worrisome.

My blog of July 8, 2025 touched on a few cases where the courts had to step in because beneficiary designations for registered accounts weren't drafted or updated properly.

A few weeks ago, Google reported an increase in the number of searches on how to apply for Canadian residency and citizenship.

One of the most important decisions to make in planning your Will is choosing your executor and trustee

While modern artificial intelligence ("AI") has already proved an immensely useful tool, with IBM's Watson serving as an early example of a natural language processor

ONE ISSUE THAT has been brewing for too long, but is now coming to a head in wealth planning, is the regulation of those who provide financial product sales advice and financial planning services...

An estate plan has the ability to cause conflict among family members, which can result in estate administration delays, litigation, and even bitterness toward the deceased.

It is trite, but perhaps worth repeating that for many people, one of their primary estate planning goals is to take care of their spouse after their death.

The unfortunate reality is that when it comes to incapable persons, and the Ontario processes to deal with disputes and rights enforcement for them, none of the available processes are without flaws.

One of the issues of increasing concern to parents is having that family wealth conversation.

December 10, 2018 marks the 70th anniversary of the Universal Declaration of Human Rights which was a milestone in 1948 for protecting human rights.

I recently had the pleasure to participate in a webinar for the Canadian Legal Innovation Forum on contemporary drivers, trends and disruptive forces in estates practice and how estate lawyers...