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Wills

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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

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

Partner content

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
executor of wills and estates executor duties

Financial Planning

“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”

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Financial Planning

3 steps to choosing a legal guardian

A guide to one of the most difficult decisions you’ll make as a new parent

3 steps to choosing a legal guardian

Financial Planning

Financial contracts with family

Angela and her husband are buying out their in-laws’ home

Financial contracts with family

Financial Planning

What to do with a sudden inheritance

Diego just received a windfall. So why is he so miserable?

What to do with a sudden inheritance

Financial Planning

What the new right-to-die legislation means for POAs

All advisors should be talking to their clients about their end of life wishes, even though legislation is in...

What the new right-to-die legislation means for POAs

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Financial Planning

What happens to your will when you remarry

New marriages kibosh prior wills, unless a clause states otherwise

What happens to your will when you remarry

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