Four changes to Ontario’s estate planning laws advisors and their clients need to consider. Written by: KIMBERLY WHALEY AND BRYAN GILMARTIN SPECIAL TO THE GLOBE AND MAIL PUBLISHED FEBRUARY 9, 2022 Several important legal changes came into effect in 2022 for estate planning in Ontario that have an impact on how [...]
Follow some of these easy steps to start your estate planning today: Gather your financial information: Gather all of your financial information, including bank accounts, investments, and property. Choose your beneficiaries: Decide who you want to receive your assets after you pass away. Select an executor: Choose someone you trust [...]
A Will is an important legal document that allows a person to determine what happens to their assets and possessions once they pass away. It allows a person to designate who will receive their property and other assets, as well as who will be responsible for administering their estate and [...]
1.Understand the different types of estate planning documents: Having an understanding of the different types of estate planning documents, such as wills, trusts, powers of attorney, and advance healthcare directives, is essential. Knowing which documents are necessary and what they do will help you make informed decisions when it [...]
An estate is a legal concept used to refer to the total property owned by an individual at the time of their death. Depending on the jurisdiction, an estate may include the real estate, personal property, financial assets, and debts and other liabilities. Estates are generally managed and distributed by [...]
Congratulations to Gabrielle Robert, she has recently obtained her Certified Executor Advisor designation through the Canadian Institute of Certified Executor Advisors. We wish her continued success. Visit our website at www.jacquesrobert.com to view her complete bio!