Preparing and Updating Wills
Whether you are single, married, in a common-law or same-sex relationship; whether you have dependants or not; whether you are a business owner or an employee – we will work with you to develop a Will that covers all of your goals while ensuring your beneficiaries receive the maximum possible.
Related Resources
Should I Have Two Wills?
You may be surprised to learn that the answer for many of our clients is ‘yes’. Having two Wills can…
General Tax information for Estate Trustees
An estate trustee (commonly referred to as an ‘executor’) is responsible for filing income tax returns of the deceased including…
Advice for Handling Estate & Trust Accounting
We offer an administrative and accounting support service to free you from the complex and time-consuming task of being an…
Related Blog Posts
Another Celebrity Dies Without a Will
Last week the world said goodbye to one of its musical legends, the incomparable Aretha Franklin. Just days after her…
My mother and my step-father have just signed mutual Wills…what does this mean?
Mutual wills arise when two parties sign Wills to achieve a particular distribution of their estates and they make an…
RRSP Rollover to RDSP…Can it be done?
Yes, it is possible for a deceased’s RRSP to rollover to a beneficiary’s RDSP. Let’s start by looking at the…
I own my home and want it to go to my children from my first marriage when I die but I don’t want my spouse to have to move out right away … can I have it both ways?
The good news is, yes, it is possible to achieve both of these estate planning goals. The bad news is…
Did you know that November is ‘Make A Will’ Month?
Every capable adult 18 years and older should have a Will! The Ontario Bar Association has…
Make-a-Will Month Open House!!
Did you know that November is “Make-a-Will” month? Join us at our open house! Mark your…
