Revoking a Beneficiary Designation
Beneficiary designations can be an excellent tool for estate planning, since assets handled this way do not have to go through probate. Did you …
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The Matter of Survivorship
It is a sad reality that the spectre of what has come to be called a “common disaster” often drives
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Beneficiary Designations Under Wills: Practical Considerations
Yesterday, I blogged about beneficiary designations, alterations, and revocations under wills, and briefly reviewed some of the relevant recent case
Beneficiary Designations Under Wills: Practical Considerations Read Post »
Beneficiary Designations Under Wills: Guidance from the Ontario Court of Appeal
A designation, alteration, or revocation of a beneficiary can be made in a beneficiary designation document provided by the financial
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Presumptions of Resulting Trust and Beneficiary Designations, Again Revisited
We have previously blogged about recent Ontario decisions regarding the possible expansion of the law of presumptions of resulting trust
Presumptions of Resulting Trust and Beneficiary Designations, Again Revisited Read Post »
Calmusky in Limbo?
One pertinent issue briefly discussed in the recent webinar I attended was that of the effect of the March 2020
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An Outlier Application of Pecore?
Calmusky v. Calmusky is a recent decision that determines the issue of entitlement to certain joint assets. The dispute appears
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Beneficiary Designations, Testamentary or Not?
I recently had a chance to attend a very interesting continuing legal education program organized by the Ontario Bar Association
Beneficiary Designations, Testamentary or Not? Read Post »
Congrats – you’ve finally done your will. Now, finish the job
Let’s acknowledge one thing from the start – no one looks forward to preparing a will. We may have the
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Validity of Beneficiary Declarations for Insurance Policies
Beneficiary designations for a life insurance policy can be an important estate planning tool. However, as with any testamentary document
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