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Estate Planning

What Will Your Legacy Be?

Jane Blaufus | Posted 05.20.2013 | Canada Living
Read More: Claim Your Life, Self Help, Family, Loss, Education, Beneficiaries, Life Insurance, Disability Insurance, Long Term Care Insurance, Inspiration, Spouse, Critical Illness Insurance, Business Planning, Personal Planning, Money, Women, Accounting, Courageous Conversations, Funeral Planning, Courage, Insurance, Grandparents, Life, Estate Planning, Parents, Family Life, Critical Insurance, Motivational, Thoughts, Legal, Uncategorized, Canada Living News
Jane Blaufus

Recently a 97-year-old New York man left his $40 million fortune to....no one. People need to encourage their friends and family to start sharing their wishes and their wants...to make it an acceptable discussion topic.

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Fair vs. Equal: How do Families Decide Who Gets What?

Kathy Reich | Posted 03.26.2013 | Canada Alberta
Read More: Behaviour, Estate Planning, Wealth Management, Fairness, Family, Canada Alberta News
Kathy Reich

Growing up I remember my mother carefully cutting the pie we were about to enjoy for dessert in precisely equal portions served on plates exactly the same size for all. Even upon the setting of the dessert in front of each of us kids, there was always the fleeting scan of each set of eyes around the table to make sure that no one was getting an "unfairly" larger portion.

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The Importance of Leaving a Will

Suzana Popovic-Montag | Posted 05.05.2013 | Canada Business
Read More: Toronto, Law, Lawyers, Wills and Trusts, Canada, Canadians Will, When to Write a Will, Canadians Writing a Will, Leaving a Will, Planning Your Will, How to Write a Will, Who Should Write a Will, Writing Your Will, Estate Planning, Video, Canada Business News
Suzana Popovic-Montag

Even carefully drawn wills can become the subject of disputes and litigation. Having a poorly drafted will, or no will at all, increases those odds exponentially. Despite this, over 50 per cent of Canadians do not have their testamentary wishes written down in the form of a will.

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When You Should Write a Will

Brian Sweigman | Posted 04.29.2013 | Canada Business
Read More: Law, Wills, Estate Planning, Power of Attorney, Canada, Ontario, Planning Your Estate, How Do You Write a Will, When to Write a Will, Getting Married Estate Planning, When Should I Write a Will, Writing a Will, Canada Business News
Brian Sweigman

Typically, there are a number of triggering events which signal to an individual that it is time to organize his or her estate or will. If you have not yet made a will or updated it in many years, the following events should provide you with the necessary swift kick in the butt to meet with a professional and organize your estate plan.

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Does Your Will Leave Loved Ones With Enough?

Suzana Popovic-Montag | Posted 04.15.2013 | Canada
Read More: Law Estate Planning, How to Plan Your Will, Will Planning, Plan Your Will, Estate Planning, Law Will Planning, Wealth Planning, Video, Canada News
Suzana Popovic-Montag

In our practice, we often see instances where surviving spouses are not adequately provided for. With more wealth comes an enhanced lifestyle and testators often fail to take this into account when drafting their wills. What is thought to be enough at the time might not be enough in actuality.

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What Happens to Your Digital Assets When You Die?

Brian Sweigman | Posted 04.06.2013 | Canada Business
Read More: Digital Media, Estate Planning, Digital Assets Death, Estate Planning Death, Laws Digital Assets, Digital Will Laws, Canada Business News
Brian Sweigman

In our highly technological world, individuals keep increasing amounts of private and important information electronically. As a consequence, a new category of asset never before considered in estate planning has been created: "digital assets."

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