3 Minute Read Trusts can be very powerful financial planning tools. They can, however, become complicated. In this article, we briefly introduce the concept of a Trust. A trust is a legal arrangement that allows individuals (settlor or grantor) to transfer assets to a trustee to hold and manage for the ultimate benefit of a […]
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5 Minute Read Trusts can be very powerful estate planning tools. They are, however, incredibly complicated. In this article, we briefly introduce different types of trusts and their purposes. Generally, a trust is a legal arrangement to allow individuals (settlor or grantor) to transfer assets to a trustee to hold and manage for the ultimate
2 Minute Read WHAT IS A FIDUCIARY? A fiduciary refers to an individual who has the responsibility of looking after a person or their affairs considered to be vulnerable or where there is a dominance in the relationship, such as: WHAT IS FIDUCIARY DUTY? Fiduciary duty refers to the obligation of a fiduciary to act
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2 Minute Read There is a lot more to estate planning than simply creating a Will or Power of Attorney. In today’s article, we outline all of the possible components that can be included within an estate and substitute-decision plan. In combination, these various components can work together to ensure our wishes are fulfilled during
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SWEATMAN LAW FIRM OAKVILLE
217 Speers Rd, Unit 14
Oakville, ON, L6K 0J3
Phone: 905.337.3307
Fax: 905.337.3309
SWEATMAN LAW FIRM GEORGETOWN
145 Mill St.
Georgetown, ON, L7G 2C2
Phone: 905.337.3307
Fax: 905.337.3309
