Tel: 416 767-CASS (2277)
Fax: 416-491-0273

Garry Cass, ext.207
Assistant: Josie Dobosz, ext. 277

Your Will – Part II – The 4 Parts of a Will

An out-of-date will is regarded by the courts as an accurate statement of your wishes. Only you can decide if your will expresses your current choice of Estate Trustee, Disposition of Assets, and Beneficiaries Continue reading

Your Will – Part I – Intestacy

Dying intestate puts the care of your estate into the hands of the court. Here are a few points about what happens if you die without a will. Continue reading

The Trustee Job is Easy

The role of Estate Trustee is critical and can be complicated. It is not a task for someone who has no background or interest and it is not something you want to assign to someone simply to honour them or because they are a relative. Continue reading

Lawyers and Accountants are too expensive

Some people feel that lawyers are too expensive when the goal is to save the value of the estate. However, competent legal advice can help you avoid horror stories by helping you make the right decisions that lead to a fair and equitable estate plan. Continue reading

The Government will Sort Out My Estate

Some people don’t feel they need to do estate planning, assuming the government will wind up their estates for them. But will they do what you want? Continue reading

My Estate? That’s Simple

Some people feel that since they have a simple estate, no issues surround its dispersa; but you still want your intentions to be clear. Continue reading

My Accounts are Joint Anyway

In many cases, joint ownership of property can help avoid estate taxes, but there are repercussions and you should investigate your options and possible outcomes. Continue reading

I Have No Time to Do It Now

Estate planning shouldn’t wait for a crisis. Deal with it one step at a time. Step one: set aside some time to think about the issues and get organized. Continue reading

I Can Do It Myself

DIY and holographic wills are a great stop-gap measure if you need something in place fast because you are travelling or ill. However, they usually omit important decisions. Continue reading

I Already Have a Will

Many people write their will once, archive it and forget about it. Estate planning includes reviewing old wills regularly to ensure they continues to reflect the changing circumstances in your life. Continue reading

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