Trusts
Why You Need to Combine Your Life Plans with Your Estate Plans
For most people, life is a series of unpredictable events. We all have goals and dreams, but we never know what the future holds. This is...
Estate Planning for Serious Illnesses
Everyone should consider estate planning regardless of their health status as it relieves their loved ones of the burden of determining what they would have wanted...
What is Spousal Inheritance Law in Ontario?
When legal partner relationships are established, and a party passes away, their assets get allocated after their death is ruled under Spousal Inheritance Law. Let's face...
Incorporating Charities Into Your Estate Plan
Many of us have causes or charities that we are passionate about and most of us engage in charitable giving at some point in our lives....
Creating an Estate Plan for 2021
The arrival of a New Year is the time that many of us like to make resolutions. And while that usually means thinking about things that...
Levy Zavet – What is a spousal trust for your will?
A spousal trust is an important aspect of the estate planning process that is often overlooked. Sometimes called a testamentary spousal trust, this important tool is...
A MIC or a Mortgage Investment Corporation: What are they and how do you start one?
With significant potential for favourable rates of return and previously instituted tax exemptions, Canadian Mortgage Investment Corporations (MIC’s) are increasingly becoming recognized as a low-risk method...
ESTATE LITIGATION: Challenging a will with the court’s assistance
Other kinds of orders are necessary in estate matters in specified circumstances, Rules of Civil Procedure (Rules), r. 74.15, which can be obtained from the court....
ESTATE LITIGATION: Challenging a will and strategies for all those concerned
Submission of Rights to the CourtAfter submitting his or her rights to the court, Rules of Civil Procedure (Rules), r. 75.07.1, a person can either:Request on...
ESTATE LITIGATION: Challenging the validity of a Will after probate
Order for Return of Certificate (Probate already obtained)When a Certificate of Appointment of Estate Trustee (Certificate) has already been issued, the proceedings to challenge a will...
