October 2024

Why Snowbirds Need An International Lifestyle and Care Plan

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Bondi Beach

Earlier this month, one of my fellow bloggers, Derek Hambly from Scotiatrust, wrote about the necessity of an international estate plan and the strategy of using separate wills for property or assets in another country. As part of a holistic Estate Plan, if you spend considerable time outside Canada, it’s equally important to consider your lifestyle and care plans. From a smart ageing perspective, an Estate Plan is much more….

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Estate Planning, Smart Ageing

The Ultimate Paper Anniversary Gift: Why a Will Is an Act of Love

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Today’s blog was written by Jessica Butler, Law Clerk at Fasken LLP. This past Tuesday, October 15th, marked a significant milestone for me an my husband – one whole year of marital bliss! With the traditional first-anniversary gift being paper, I found myself thinking about a particularly profound paper: a Will. It’s a testament to caring, a document that conveys love through its protective intent – the ultimate love letter,….

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Dependant Support, Estate Planning, Spouse, Succession Planning, Wills

Donor Recognition in the Commons

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Here’s a charity trade secret.  One of the best products in a fundraiser’s toolkit is “donor recognition”, in particular naming a piece of real estate.  Recognition is effective in inspiring donors, and for some, but not all, an important part of charitable giving.  However, donor recognition sometimes produces a backlash from the public. Yes, donor recognition is gracious and pragmatic, but public space is branded by private citizens and money…..

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Philanthropy/Charitable Giving, Uncategorized

When will Elevated Costs be Awarded?

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In estate litigation, especially in cases where the litigation has been prolonged for an extended period of time and the file has accumulated hours upon hours of manpower, costs can be (and often are) a contentious issue between the parties. There are a few different ways in which costs may be dealt with, such as: costs being awarded out of the estate to one or both of the parties, an….

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Uncategorized

Ghosts, Goblins and…Wills? It’s time for Spooky Season (aka Estate Planning Season)

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Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken LLP. With the colder months approaching, it’s the time of year when people start considering (or re-considering) their estate plan. But when it comes time to sit down and make a Will, people can often become overwhelmed by the complexity of the process. A lot goes into an estate plan that the average person may not consider at the….

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Estate Planning, Trusts, Wills

The International Estate Plan

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A Will in every Port The laws of succession, probate, and property differ from country to country, state to state and jurisdiction to jurisdiction. As such, a prudent testator should consider having a Will in every jurisdiction where they own property. Certainly, there are methods by which a domestic Will can be used to handle foreign assets (or the other way around) through ancillary probate processes however, this can be….

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Estate Administration and Probate Applications, Estate Planning, Executors
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