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Estate Planning

A father and a baby playing together on a bed at the cottage.

Qualified Advice

Questions about real estate, family, finances and more

Three situations: Renovating a cottage to build an inheritance, adding names to a property and understanding capital gains. And...

Questions about real estate, family, finances and more
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Estate planning changes in Ontario

Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...

Estate planning changes in Ontario
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How to stop debt or pension payments after someone has died

Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps...

How to stop debt or pension payments after someone has died
concerned woman speaking on cellphone and looking at laptop

Qualified Advice

What are the tax consequences of real estate joint ownership when one owner dies?

It can get complicated, especially if the surviving owner resides overseas—where that country's tax laws may apply as well.

What are the tax consequences of real estate joint ownership when one owner dies?

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Is probate an inevitable cost for a surviving spouse?

Sandra and her husband have lived in their principal residence for 40 years, but his is the only name...

Is probate an inevitable cost for a surviving spouse?

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Downsizing vs reverse mortgage: Which option is right for you?

Depending on your age, where you live currently and where you want to live in retirement, selling your home...

Downsizing vs reverse mortgage: Which option is right for you?

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Unique ideas for your last will and testament

A straightforward will can work well for many people but, for some, there are clauses to consider that might...

Unique ideas for your last will and testament

Financial Planning

Creating your will: a guide for couples

Financial pros share tips for getting on the same page as your partner.

Creating your will: a guide for couples

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The power of a last will and testament: How your final wishes can make an impact

You can use bequests—possessions, sums of money and percentages of your estate—in creative ways to make a difference to...

The power of a last will and testament: How your final wishes can make an impact

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