Legal Matters – Keeping It Simple

surferjohn Ask The Expert

It seems to me that a lot of focus around making a Will or Estate Planning is about adding complexity. For example, specialized tax planning strategies, complicated trusts, or other ways of “controlling from the grave” (to quote a phrase …

What Happens To Our Beloved Pets?

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One thing is for certain as a result of COVID-19… Puppy and pet ownership is booming in 2020! With all of the distancing and social restrictions in place as a result of COVID-19, pet companionship provides us with a certain …

The Cottage Conundrum

surferjohn Ask The Expert

Oh, what do to about the family cottage? This is often a head-scratcher for clients of mine working through their estate plan. The same conundrum besets my clients with farm or recreational properties… it doesn’t need to be a family …

How Often Should I Review My Will?

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How often should I review my Will? This is perhaps one of the most common questions that I get asked. It seems like a fairly simple question, but the answer is actually more complicated, and really comes down to “it …

My Lawyer is Retiring… Now What?

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The short answer, generally speaking, is that it is simple and costs nothing to change lawyers or to transfer your Wills and Power of Attorney documents to another law firm. These questions are top-of-mind because there are a number of …

Social Media & Your Will

surferjohn Ask The Expert

Chances are you are on Facebook or another social media platform in order to stay connected with friends and family. You might also have a blog or website. Have you ever considered what would happen to your social media profiles, …

Your Wishes for Long Term Care

surferjohn Ask The Expert

Your Power of Attorney for Personal Care is a very important document regarding your health care in the event that you are not capable of making your own decisions in the future. Most do not realize that you can include …