Yes, it is beneficial to have a will in each jurisdiction that you hold assets in. This is because different jurisdictions have different laws and regulations in regards to how assets are distributed in the event of death. Having a will in each jurisdiction ensures that your assets are distributed [...]
Some decisions can lead to terrible family rifts that never mend Written by: Ted Rechtshaffen Family feuds get ratings. Just look at Prince Harry and Meghan Markle. But we’re more interested in promoting peace and harmony within families, especially when it comes to estate planning. This can often be [...]
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 wills [...]
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!
As of January 1, 2015, anyone who has received a Certificate of Appointment of Estate Trustee must file with the Ministry of Finance within 90 days of the Certificate being issues, a Estate Information Return. There is also a further obligation for the estate representative to file an amended [...]