Insights
From the Desk of Beeksma Law
Practical legal insights for Ontario individuals, families, and business owners.
98 articles
Financial Advisors: You need to know these pitfalls before buying and selling a book of business!
Key pitfalls when purchasing or selling a financial advisory practice — from asset vs. share deals to due diligence and expert consultation.
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The Canadian Investment Regulatory Organization (CIRO) may allow advisors to form professional corporations. What does that mean for you?
Proposed CIRO regulatory changes could permit financial advisors to operate through professional corporations — here's what that means for your practice.
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Should I add my name to the title of my elderly parent's house? Are there risks when you add or remove names to the property title?
Adding an adult child to a parent's property title seems like a simple estate planning move — but it carries serious legal and financial risks you need to understand first.
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The risks of joint investment accounts with your adult child
Joint investment accounts with adult children seem like a simple way to avoid probate — but the legal and financial risks often outweigh the benefits.
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What happens to your debt when you die in Canada?
Your debts don't automatically pass to your beneficiaries — but they do affect your estate. Here's how debt is handled after death in Ontario.
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Wills and Estate Planning Advice: Building an estate plan that will make your executor’s role easier
Discover 3 simple ways to streamline your estate plan for your executor. Learn from our lawyers who focus on estate and will planning.
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Is it time to update my will? Is there a way to update my estate plan?
Discover why and when you should update your will. Learn about amendments and how to reflect life changes in your legal documents.
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Sharing a joint bank account with your elderly parent? Here’s what you need to know.
Do you have a joint bank account with a parent? Do you know the risks associated or how a joint account may impact your parent's estate planning?
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Should I appoint a trust company as my power of attorney for property or estate trustee (executor)?
Should you appoint a trust company as your power of attorney for property? Explore why it could be a wise choice for your estate plan and financial affairs.
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Huang v. Nie: Estate trustees in Ontario and keeping records of the estate accounts
Are you an Ontario estate trustee (executor) or attorney? Learn more about your fiduciary duty when it comes to the estate accounts.
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I am a beneficiary of a will. What are my rights as a beneficiary in Ontario estate law? What should I expect from the executor?
Are you a beneficiary of a will? Learn about what your rights are and what you should expect from the executor or estate trustee.
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Financial Advisors: What you need to know before selling a book of business
Does someone want to buy a book of business from you? Have a financial advisor book of business for sale? Learn the legal ins and outs.
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