Make a Will

Every family is unique. Every will should reflect that. At our law office we understand the needs and worries of each client. That's why we take the time to acquaint ourselves with you and your loved ones before creating your will. Our goal is to ensure that all your desires are considered and that your family members are looked after in the event of your passing. Crafting a will may seem daunting. With our assistance it can be a process. We will simplify the procedure. Ensure that all necessary provisions and safeguards are, in place. Numerous satisfied clients have praised how uncomplicated we make it. If you seek peace of mind look no further, than our law office. We are here to support you and your family.

Power of Attorney - Personal Care

A Power of Attorney, for Personal Care is often known as a "Living Will " even though Ontario Law doesn't use that term. In Ontario we refer to it as an "Advanced Care Directive." This directive outlines the personal care preferences you would have if you were, in a medical condition and unable to communicate your wishes. For instance it could indicate whether you prefer all measures to extend your life or comfort care if recovery is not possible. If you haven't created an Advanced Care Directive and lose capacity your substitute decision maker will face decisions without knowing your preferences.

Power of Attorney - Property

Most Property POAs come into effect when the Grantor has lost capacity. Capacity is determined by a doctor or Certified Capacity Assessor. Other types of POAs for Property come into effect as soon as you have signed – even if you still have capacity. Not only does our firm have to discuss with you when the POA should come into effect, we also need to ensure that the person you are appointing (your “Attorney”) is someone you trust implicitly to make financial decisions on your behalf. You must be comfortable that they will act in your best interests, and in accordance with any wishes or instructions that you have provided. If you do not yet have an Attorney, or are not sure who you would appoint, we can help you identify potential candidates. Appointing a Property Attorney is an important decision, but it does not have to be difficult. Our experienced team can guide you through the process and answer any questions you may have. Contact us today to learn more.

Trusts for Minors

Most Property Powers of Attorney (POAs) typically become active when the Grantor loses capacity, which is determined by a doctor or Certified Capacity Assessor. However there are types of POAs, for Property that take effect upon your signature even if you still possess capacity. Our firm not discusses with you the timing of when the POA should become operational but also ensures that the person you appoint as your "Attorney" is someone you trust implicitly to handle decisions on your behalf. It's essential that you feel confident they will act in your interests and follow any wishes or instructions you have provided. If you haven't chosen an Attorney yet or are unsure whom to appoint we can assist in identifying candidates. While appointing a Property Attorney is a decision it doesn't have to be daunting. Our knowledgeable team is here to walk you through the process and address any queries you may have. Get in touch with us today for information.

Trusts for Disabled Beneficiaries / Henson Trust

Do you or someone you know live with a disability in Ontario? We have good news for you! There are programs available to offer support, including income and services. However, it's important to note that the Ontario Disability Support Program (ODSP) has strict asset limits. If you exceed $40,000, you may lose your benefits. And if you pass away without planning for your disabled beneficiary, they will also likely lose their benefits.

But fear not - there's a way to ensure your loved one can receive an inheritance without jeopardizing their ODSP benefits.

Tax Considerations

In estate planning a key focus is often, on cutting down taxes. Various tactics can be used to lessen the tax burden. Its crucial to weigh the expenses linked to each approach. For instance including children, as joint property owners might lower taxes yet if the resulting legal fees and other expenses surpass the tax savings it may not be a move. It's advisable to consult with an estate planning lawyer to pinpoint methods that reduce taxes without incurring costs. This way you can ensure that your estate plan is both effective and cost efficient.