Howse-Rubenstein Estate Law

Howse-Rubenstein Estate Law Personalized estate planning and administration services in Ottawa and virtually throughout Ontario

Navigating the role of an estate trustee can be a daunting task, but testators can significantly lighten the load by pro...
01/12/2024

Navigating the role of an estate trustee can be a daunting task, but testators can significantly lighten the load by proactively compiling information for their trustees. In our latest blog post, we review the specific types of information that pave the way for a smoother estate administration process.

If you want to make things easier for your estate trustee when they are called upon to act, one of the best things you can do for them is compile essential information that they will need to administer your estate. Gathering this information in advance can reduce the burden on your estate trustee at...

Talking to your loved-ones about your estate plan can be uncomfortable, but there are many important reasons to do it. O...
01/05/2024

Talking to your loved-ones about your estate plan can be uncomfortable, but there are many important reasons to do it. Our latest blog post explains the benefits of these important discussions.

Discussing your estate plan with loved ones can be an important step in ensuring a smooth transition of your assets and promoting family harmony. Although these conversations can be uncomfortable, there are many reasons it is beneficial to have them:

Firearm owners require a particularly strategic and well-informed approach to estate planning, recognizing the unique co...
12/21/2023

Firearm owners require a particularly strategic and well-informed approach to estate planning, recognizing the unique considerations that come with the responsible ownership of fi****ms.

In our latest blog, we outline important steps firearm owners should take when preparing their estate plan.

If you are a firearm owner, your estate plan should include a careful consideration of the disposition of your fi****ms upon your death. Canada has stringent laws and regulations governing the ownership, possession, and transfer of fi****ms. Proper advance planning can ensure a smooth disposition of...

Advancements in technology and the increasing prevalence of assisted reproduction has created a new and vital area of es...
12/13/2023

Advancements in technology and the increasing prevalence of assisted reproduction has created a new and vital area of estate planning - planning for reproductive materials after death.

When preparing your estate plan, you may understandably focus on key issues that have traditionally always been an important part of the process, such as executorships, asset distribution, guardianship arrangements, and funeral preferences. However, advancements in technology and the increasing prev...

In our latest blog post, we examine the cautionary tale of Aretha Franklin's use of holograph wills and the perils of po...
12/07/2023

In our latest blog post, we examine the cautionary tale of Aretha Franklin's use of holograph wills and the perils of poor estate planning.

Aretha Franklin, the legendary Queen of Soul, left an indelible mark on the music industry with her powerful voice and timeless hits. However, her legacy faced a unique challenge after her passing in 2018 due to the discovery of multiple holographic wills. This unexpected turn of events sheds light....

As we enter the holiday season and prepare for the new year, it is an opportune moment to review your estate plan. Ensur...
11/28/2023

As we enter the holiday season and prepare for the new year, it is an opportune moment to review your estate plan. Ensuring that your affairs are in order can bring peace of mind and set the stage for a well-organized start to the new year.

Our latest blog post provides a practical guide on how to review your plan.

As the year draws to a close, it's not only a time to celebrate accomplishments and set new goals but also an opportune moment to review your estate plan. Ensuring that your personal and financial affairs are in order can bring peace of mind and set the stage for a well-organized start to the new ye...

Did you know that there are a variety of assets that can pass outside the terms of your will? In our latest blog post, w...
11/23/2023

Did you know that there are a variety of assets that can pass outside the terms of your will? In our latest blog post, we discuss the benefits and potential hazards of using these strategies in your estate plan.

Many individuals are aware of the importance of creating a will, however, it is important to also understand that not all assets are governed by the terms of your will. Some assets pass directly to beneficiaries outside of your will, and understanding the distinction is essential for effective estat...

As a parent of minor children, have you considered who will take care of your children if you were no longer able to? Ou...
11/15/2023

As a parent of minor children, have you considered who will take care of your children if you were no longer able to? Our latest blog post explores key factors to consider when choosing a guardian for your children in your will.

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Tomorrow, on Remembrance Day, we honour the brave men and women who have sacrificed and who continue to sacrifice for ou...
11/10/2023

Tomorrow, on Remembrance Day, we honour the brave men and women who have sacrificed and who continue to sacrifice for our freedom. Their courage and service will never be forgotten. Lest we forget 🌺.

Though many recognize the significance of RESPs in securing a child's educational future, many often neglect to include ...
11/09/2023

Though many recognize the significance of RESPs in securing a child's educational future, many often neglect to include RESPs in their estate planning. Delve deeper into this crucial topic in our latest blog post.

Registered Education Savings Plans (RESPs) are a key vehicle used by many families to secure their children’s educational future. These accounts offer a smart and tax-efficient way to save for post-secondary education. However, one aspect often overlooked as it relates to RESPs is providing for th...

Are you an estate trustee seeking guidance on how to fulfil your role effectively? Our latest blog post covers top tips ...
11/01/2023

Are you an estate trustee seeking guidance on how to fulfil your role effectively? Our latest blog post covers top tips for navigating your role with confidence.

If you’ve been named estate trustee of a loved one’s estate, you may be feeling overwhelmed by the responsibility that comes with it. The following is a list of tips to help you navigate this important role:

If you find yourself wondering when to revisit your estate plan, you're not alone.In our latest blog post, we'll walk yo...
10/26/2023

If you find yourself wondering when to revisit your estate plan, you're not alone.

In our latest blog post, we'll walk you through the pivotal moments and scenarios that signal it's time for a thorough review.

Once you’ve gone through the process of estate planning and have a will and powers of attorney documents in place, you might wonder when you should review your plan. It is a good practice to review it after any major life change, or at least every 3-5 years to ensure it continues to reflect your w...

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