I read a post on LinkedIn recently that touched my heart and is the inspiration of this blog. It was a letter from a recent widower to a hairdresser who had made the experience of his wife’s last haircut one of the best moments of her life. He explained how his wife had dementia and he anticipated the experience of a haircut to be somewhat of an ordeal. To his….
A Heartwarming Thank You! Continue Reading »
UncategorizedThis blog was written by Raluca Gondor You’re named executor of a green estate. You’ve arranged for a green burial in one of Ontario’s seven green cemeteries, have identified environmental charities in line with the testator’s wishes, and are now left to handle the estate’s investments. You’ve just arrived at this clause in the testator’s will: “My Trustees may make any investments that my Trustees in their discretion consider advisable,….
Can a Prudent Investor have a Green Thumb? Continue Reading »
Estate Administration, Investments
In Luck v. Hudson, 2020 ONSC 3811 (Div. Ct.), the Divisional Court confirmed that an appeal is not the time to raise new issues and seek directions regarding an estate. In this case, the deceased and his wife owned a house together jointly which then sold (it is not clear whether the house was sold before or after the deceased’s death). At some point, litigation was commenced. While the exact….
Divisional Court Appeals: Not The Place For New Issues Continue Reading »
Contested wills, Cottage, Estate Administration, Estate Litigation, Family Conflict, WillsFurther tax payment deadline extensions and interest relief on tax debt are on offer by the Canada Revenue Agency (CRA) during the COVID-19 pandemic. As announced on July 27, 2020, trusts now have until September 30, 2020, to pay income tax balances and instalments that would have otherwise been due on or after March 18, 2020 and before September 30, 2020. The CRA also says that all penalties and interest….
Extended tax payment deadlines and interest relief on tax debt Continue Reading »
Canada Revenue Agency, Executors, Liability, Tax Issues
We will all experience loss of a loved one and while my loss may be more recent than some, it can make these occurrences feel more vivid. Over the weekend I received the many boxes that I had packed up from my mother’s apartment. While I started to sort them through I was overcome by the scent of her favorite perfume. It was reassuring and familiar and yet quite emotional…..
Mementos and good memories Continue Reading »
Elder Care
Today’s blog is being brought to you by guest blogger, Jennifer Campbell, a law clerk in the Private Client Services group of Fasken LLP. I have been following the #MoneyMasterClass hosted by Gail Vaz-Oxlade, the former TV host of “Til Debt Do Us Part”, on Twitter since January 1, 2020. Gail has provided some great tips about budgeting and cutting down on unnecessary expenses that I’ve found quite helpful. This….
To DIY Or Not To DIY Continue Reading »
Estate Planning, Wills