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Estate Planning: Don’t Overlook Your Safe Deposit Box

Whether you have an estate plan in place or are in the process of estate planning or you have procrastinated about estate planning, you may wish to consider the pros and cons of a safe deposit box (also commonly called a safety deposit box) in your estate plan. At one time, safe deposit boxes were […]

Thawing the Big Freeze: Bill 2 and Accessibility to Joint Accounts on Death

On June 6, 2022, the Quebec legislator enacted an Act respecting remittance of deposits of money to account co-holders who are spouses or former spouses [Act]. That is part of the wide-reaching Bill 2, An Act respecting family law reform with regard to filiation and amending the Civil Code in relation to personality rights and […]

Impact of COVID-19 on Estate Planning: Quebec is Ahead of the Curve

While we are witnessing the unfolding of unprecedented times, the coronavirus pandemic should also serve as a stark reminder of the importance of keeping your estate planning documents current. Although we do not presently and, perhaps will not for some time in the future, have the luxury of face-to-face personal meetings with our clients to […]

Don’t forget your de facto spouse in your estate planning!

A periodical review of one’s personal affairs never hurts. Doing so, you should be aware of a rule of Quebec law that could have devastating consequences. If you are in a de facto spousal relationship, unless you dictate so in a will, your surviving spouse will have no right in your estate. Marilyn Piccini Roy […]

An Estate Planning Resolution for 2018

A most common new year’s resolution focuses on the dreaded letter “D” for “diet”. However there are two other words starting with “D” that should be included in your new year’s resolutions and those are “disability” and “death”. If you have an up-to-date estate plan in place, you are on solid footing for 2018. However, […]

The Impact of the EU Succession Regulation on Canadians

Do you own assets in Europe — even mere joint ownership in an apartment? Are you likely to be transferred there by your employer for a few years? In either case, a new European Union Regulation could have sweeping impact on your estate, triggering the need to amend your will. The EU Succession Regulation (also known […]