Form 74.08 Did a witness Affidavit of Execution accompany your Will? In our experience, it may not. Big deal? – YES! Proving a Will in Ontario requires an “Application for a Certificate of Appointment of Estate Trustee with a Will”. This Application is filed with the Ontario Superior Court; in prescribed form. One of the […]

I don’t need a Will I have no spouse, no children, no dependents and very few assets. I don’t need a Will; right? Not so fast. A Will does two very important things for the young and care-free: It appoints a Trustee (Executor) for your Estate. It outlines in detail how you wish to bequeath […]

Estate Planning? Many people view Estate planning as the purview of the wealthy. Complicated, with lawyers and accountants involved. But there are two relatively simple aspects of Estate planning that are a must for everyone. A valid Will You know this. Do research online, talk to friends, or review the law in Ontario (https://www.ontario.ca/laws/statute/90s26). You […]

Should I pre-plan my funeral? Once every couple of years a newspaper will run an article on the pros and cons of pre-planning/pre-paying for your funeral. They talk about tax effectiveness, after tax rates of return, investment risk and scams. In other words – they completely miss the point! You make it easier on your […]