When Gertrude Janeway died in 2003, she was still getting a monthly cheque for $70 from the Veterans Administration for a military pension earned by her late husband, John, on the union side of the American civil war that ended in 1865…..
Spousal Trusts work for the short or long term Continue Reading »
Canada Revenue Agency, Estate Planning, Spouse, Trustee, TrustsWhen opposing a dependant support claim on the grounds that you are upholding the intentions of a testator, as this recent B.C. case indicates, think carefully about the possible cost consequences of so doing before proceeding to trial…..
The Costs of Upholding A Testator’s Intention Continue Reading »
Contested wills, Estate Litigation, Executors, Family Conflict, WillsIn many cases, a deceased person will include charitable bequests in their will. The executor(s) of the estate may not, however, be in a position to honour the bequest in a timely fashion due to the lack of available estate funds on hand. In not all cases will this action (or inaction) frustrate the completion of the final personal tax return…..
Charitable donations made through a will Continue Reading »
Canada Revenue Agency, Charitable Giving, Estate Planning, Trustee, WillsAs I said in my last blog, certain circumstances in either your background or asset base may mean your estate and Will planning requires some added attention. One of those circumstances is ownership of assets in a foreign jurisdiction. ….
Will Planning – No Simple Task… Part 2 Continue Reading »
Estate Planning, Wills“More than 2.3 million Canadian employees currently have caregiving responsibilities. Many experience work-life conflict serious enough to affect their job performance. Population aging guarantees that most of us will combine work and caregiving.” ….
Eany Meany Miney Moe, you will be a caregiver before you know….. Continue Reading »
Elder Care, Estate Planning, Geriatric Care Management, In the News