If your executor is a loved one, when you pass, their immediate focus will be on making arrangements and getting through the emotional weight of your loss. Completing estate administration tasks may not be top of mind. Since settling an estate has many hurdles – and clearing them can be time-consuming, frustrating, and unexpectedly complicated…
Retirement success depends not just on saving, but on drawing income wisely. In this article, Joan and Robert’s story shows how modelling ‘what ifs’ helped ditch a disastrous plan for a smarter retirement approach.
How will your substitute decision-makers know when it’s the right time to assume their role? This article explores how a well-designed incapacity plan guides them and protects your choices, finances, and independence.
November marks Make a Will Month. In this month’s article we share a client story about the costs of not having a will – and how creating one is a simple, powerful act.
This month’s article is about Peter, a 91 year old palliative care patient, and how compassionate community providers helped him find a lawyer and executor to get his affairs in order in his last weeks of life.
How your jointly owned property is registered on title determines how it’s distributed upon your death. Joint tenancy vs tenants in common is often confused. Arlene’s story reveals the unintended consequences of the wrong title registration.
Your Power of Attorney (POA) for Property and Attorney/Agent/Representative for Personal become your advocates, protectors, and decision-makers. Learn why naming the wrong people without reliable backups can leave you isolated, vulnerable and at the mercy of the public system.
Did you know Ontario has the highest probate fees in Canada? Learn how Duo Wills, including a lesser known real estate exemption – The First Dealings Exemption, can help you minimize probate fees, protect privacy, and simplify your estate administration.
A Registered Education Savings Plan (RESP) is a powerful tool for your child’s/grandchild’s future, but its benefits can be wiped out without proper RESP succession planning. Read this month’s article and learn how to avoid disaster and protect your RESP benefits.
Living on a fixed income during inflation? These 6 tips can help Canadian seniors manage rising costs and make smart financial adjustments.
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