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Are your clients’ estate documents in tune with new legal changes?

by Haslam Financial | Feb 11, 2022 | 2022, Blog, RRSP, Tax Free Savings Account

Recent changes impact will and estate rules for marriage, separation, and common law

The Ontario Estate Legislation (Bill 245) was updated this year, so it’s a good time to check the changes to ensure your clients and their financial plans are still up-to-date.“The estate legislation has been changed fairly fundamentally in Ontario, which is not an everyday occurrence,” Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management, told Wealth Professional. “They didn’t amend a couple of other things that have happened in other jurisdictions, so I think it really underscores that there are pretty significant differences across the country.”…
“The estate legislation has been changed fairly fundamentally in Ontario, which is not an everyday occurrence,” Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management, told Wealth Professional. “They didn’t amend a couple of other things that have happened in other jurisdictions, so I think it really underscores that there are pretty significant differences across the country.”…

Read the article at https://www.wealthprofessional.ca/news/industry-news/are-your-clients-estate-documents-in-tune-with-new-legal-changes/363916?utm_source=GA&e=cGF1bEBoYXNsYW1maW5hbmNpYWwuY2E&utm_medium=20220211&utm_campaign=WPCW-Newsletter-20220211&utm_content=62CACAC5-80F2-42BD-824F-EF495A6ACD97&tu=62CACAC5-80F2-42BD-824F-EF495A6ACD97

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