Monthly Archives: February 2025

Estate Planning – Joint Assets with Children

CONCERNS WITH JOINT ASSETS WITH CHILDREN FOR ESTATE PLANNING PURPOSES Clients often ask us to transfer their assets (including their house) so that it is held jointly between them and one or more of their children. Transferring your assets into … Continue reading

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Beneficiary Rights …

WHAT ARE A BENEFICIARY’S RIGHTS? If you are the beneficiary of an estate, what information should you expect from the executor / estate trustee and what happens from your perspective as a beneficiary? First of all, in Ontario there is … Continue reading

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Cloud Based Storage using DropBox

DROPBOX ALLOWS REMOTE ACCESS TO ALL YOUR FILES DropBox is cloud based storage for your computer. With a DropBox account you can save your office files to DropBox and then access those files from home or anywhere else you might happen … Continue reading

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Trusts and Their Use in Estate Planning

TRUSTS AND THEIR USE IN ESTATE PLANNING Trusts are similar in function to a gift left to someone in a Will, except that Trusts can be set up either within a Will or while the “settlor” (the person creating the … Continue reading

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