Estate Planning

Total 1067 Posts

Supporting Loved Ones With Dementia: The Peace of Mind a POA Provides

• • 2 Comments
Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Dementia is not just a medical diagnosis; it’s a family story that unfolds over years. Canada’s numbers are climbing—projections suggest more than 1.7 million Canadians could be living with dementia by 2050. That’s a lot of spouses, adult children, and friends carrying new responsibilities—and often facing urgent decisions. The simplest way to bring calm to those moments is to….

Supporting Loved Ones With Dementia: The Peace of Mind a POA Provides Continue Reading »

Estate Planning, Power of Attorney, Powers Of Attorney and Guardianship Disputes

Estate Planning and Rental Properties

• • 0 Comments

Over the last couple decades, many Canadians have invested in real estate, more specifically, in rental properties. As a result, their real estate holdings will constitute a substantial part of their estate therefore, their estate plan should consider how best to minimize capital gains on death and preserve their real estate investments for the next generation. Indeed, one should not overlook the tax implications involved on the death of an….

Estate Planning and Rental Properties Continue Reading »

Estate Administration, Estate Planning, Property, Real Estate, Tax Issues

Cottage Trust Planning – Points for Consideration

• • 0 Comments

Fall officially arrives on Monday. School has started, the leaves are turning colour, and for many families, it’s time to think about closing the cottage for the year. As estate planners know, the cottage is not an ordinary asset. It’s a special place where memories are made and traditions are passed down, and as a result, planning for its succession can be challenging. Often, individuals will include a trust in….

Cottage Trust Planning – Points for Consideration Continue Reading »

Cottage, Estate Planning, Property, Succession Planning, Trustee, Trusts, Wills

The Benefits and Limitations of “Family Law Clauses”

• • 0 Comments

This week’s blog has been written by Darren Lund Estate planning and family law intersect in numerous ways. One of the most obvious intersections between these two areas of law is the so-called “family law clause” that appears in Ontario wills, deeds of gift, and inter vivos trusts. Although the clause is ubiquitous, it is one that is easily misunderstood by lay readers of wills, deeds of gift, and trusts…..

The Benefits and Limitations of “Family Law Clauses” Continue Reading »

Estate Planning, Trusts, Wills

Gift or Loan? A Family Feud Unwrapped in Court

• • 0 Comments

This blog post was written by Mohena Singh, Associate at Fasken LLP In the realm of family law and financial planning, the case of Klemensiewicz v. Klemens et al sheds light on the intricacies of familial financial support, particularly the distinction between gifts and loans. Often as estate planners, we see that individuals want to provide for their family members both during their lifetime and through their estate after passing. Many individuals prefer….

Gift or Loan? A Family Feud Unwrapped in Court Continue Reading »

Courts, Estate Planning, Family Conflict

AI Generated Wills: Can Courts Fix a Robot’s Mistake?

• • 1 Comment
scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust   AI has started writing Wills. That might sound futuristic, but it’s already happening. Generative tools can churn out documents that look polished, formatted, and ready to sign. But what happens when those words don’t match what the person actually intended? Can a court fix an AI-generated Will the way it might fix a solicitor’s drafting error?   Think….

AI Generated Wills: Can Courts Fix a Robot’s Mistake? Continue Reading »

Contested wills, Estate Planning
Scroll to Top