Wills & Estates

August 29, 2025

How to Avoid Probate Tax in Ontario Without Expensive Mistakes

If you’ve ever typed how to avoid probate tax in Ontario into Google, you’ve likely found no shortage of “tips” and “hacks.” Joint ownership. Gifts. Trusts. Transfer everything to your child by bedtime, before the government gets everything. Several times a week, clients tell us about a magical solution they’ve heard from a neighbour, someone at church, an uncle, or even a stranger at a […]
July 24, 2025

The “Reading of the Will” is a Myth – And Why That Matters for Your Family

The "Reading of the Will" myth vs. estate planning reality. The truth is there’s no dramatic will reading — just paperwork, responsibility, and more paperwork.
June 17, 2025

Undue Influence in Estate Planning: Don’t Be Pushed Around When You Decide Your Legacy in Ontario

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 […]
March 10, 2025

Dividing Inheritance After Separation in Ontario: Love Fades, But Does the Money Stay?

Separation ends a relationship, but it doesn’t always end financial ties. Here’s what Ontario law says about dividing inheritance after a breakup.
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