Taxes

When most people in Ontario think about estate planning, they think about documents. Wills. Powers of attorney. Beneficiary designations. Those are essential, but one of the most important parts of estate planning rarely shows up on paper at all. It’s the conversation families either have… or avoid. This importance of this conversation is one we so often impress upon our clients. There is a long-held […]

What Is Undue Influence in Estate Planning? Undue influence happens when someone is pressured—often an elderly or vulnerable individual—into making a will or estate decision they wouldn’t otherwise make. And no, it doesn’t always involve your pet menacingly pointing a bow and arrow. In real life, undue influence is far more subtle. It can involve a caregiver isolating the testator, a child dictating terms, or […]