Estate planning

The secret to using secret trusts

Advisor's Edge

The secret to using secret trusts

Clients considering the strategy must take extra care

By Rudy Mezzetta |March 12, 2021

4 min read

Ontario could join other provinces in letting courts save invalid wills

Estate Planning

Ontario could join other provinces in letting courts save invalid wills

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

By Rudy Mezzetta |March 11, 2021

5 min read

Ontario survivors could now receive more if their spouses die without a will

Estate Planning

Ontario survivors could now receive more if their spouses die without a will

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

By Rudy Mezzetta |March 8, 2021

2 min read

Marriage won’t revoke a will under proposed Ontario legislation

Industry

Marriage won’t revoke a will under proposed Ontario legislation

Bill 245 would also make virtual will witnessing permanent

By Melissa Shin |February 18, 2021

2 min read