Keyword: Estate planning

432 results found
photo of hands holding pen under document and pressing calculator buttons

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

woman in a maze with a clear path

New rules may allow more executors without a legal background to apply for probate

Will document

Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent

Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

The web-based platform was previously available only in Ontario and Quebec

  • By: Staff
  • April 22, 2021 April 22, 2021
  • 15:23
Will document

A trustee’s tax liability has limits, a court case suggests

Closeup of paper man pushing tax wooden block on table against gray background

The absence of withholding taxes can create unexpected consequences if no planning is done

Canada and USA Flag

Planning for foreign assets may require multiple documents

father and son

Clients considering the strategy must take extra care

Will document

Some estate experts argue changing the law could lead to unintended consequences

Sir Oliver Mowat statue at the Ontario Legislative Building in Toronto

Ontario raised preferential share to $350,000 as of March 1