No Will, No Power: Your Family Deserves Protection and Clarity
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.
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Why Estate Planning Matters: Peter’s Final Chapter
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.
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Property Ownership Assumptions That Can Derail Your Estate Plan
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.
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Choose Your POA Wisely – They’re the Guardians of Your Future
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.
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Unlock Probate Savings: How Duo Wills Can Protect Your Estate in Ontario
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.
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Avoid Losing RESP Grants and Savings: The Vital Role of a Successor Subscriber
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.
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Buckle Up: 6 Practical Tips to Manage Tariffs and Inflation on a Fixed Income
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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From Clutter to Clarity: The Role of Decluttering in Estate Planning
Did you know that decluttering and organizing your personal and financial documents is an essential step in creating a well thought through estate plan? Learn why decluttering matters in estate planning—and get useful tips to make the process manageable.
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Hidden Wealth: Is Your Family Missing Out on Unclaimed Assets?
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
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Surviving Probate Delays: Plan Ahead to Manage Estate Expenses
You’ve done the hard work to build an estate plan that protects your family, but did you know probate delays could leave your loved ones vulnerable? Learn valuable tips to help your executor and family pay expenses while waiting for probate.
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