January 2022

“And Just Like That”: Mr. Big’s big mistake and other take aways

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This blog post has been written by YVONNE MAZURAK, Associate at Fasken LLP. Like many others, I spent a good chunk of my time off over the holidays catching up on “And Just Like That”, aka the reboot of the decade long 90s hit show which followed the lives of Carrie Bradshaw—a 30-something columnist living in NYC—and her three best friends.For those unfamiliar, the reboot continues following Carrie and her….

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Estate Planning, Uncategorized, Wills

The Decline of Churches

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[caption id="attachment_17878" align="aligncenter" width="614"] The Hazlet Lutheran Church, northwest of Swift Current, Sask., sat empty for nearly 25 years until two friends, Lindsay Alliban and Erin McKnight, bought it in 2016 and converted it into a live music space. (Katie Toney via CBC)[/caption] Organized religion has been the bedrock of the Canadian charitable sector.  When charities were first required to register federally in 1967, over 60% of organizations were religious….

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Estate Planning, Philanthropy/Charitable Giving, Uncategorized

The Importance of Independent Witnesses in a Will Challenge

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Di Nunzio vs Di Nunzio reminds us of the standard of evidence required in a will challenge. The testator made a new will in 2017 (the “2017 Will’).  The 2017 Will was made while the testator was in palliative care and she retained a new lawyer to assist her to make the will. In the 2017 Will, she appoints her daughter Teresa (her primary caregiver) as her estate trustee and….

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Wills

We are all feeling something…. different

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Today’s newsfeed story: “It’s just another pandemic Monday”  Thank you Heather Mallick, Monday January 17, 2022.  I guess we are all feeling ‘something’. Yesterday was my father’s birthday.  He would have turned 93 if he hadn’t died when he was 69.  I find it interesting how we like to do that- – provide an age or number as if the person was still with us.  I guess they are- if….

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Caregiving

COVID Wedding Wars: Planning a Wedding During Yet Another Lockdown… or You Could Forget About It And Consider U.S. Estate Tax On U.S. Securities Held With Canadian Investment Dealers

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January is kickstarting what seems to be the “Year of the Hats” for me. In addition to my usual winter hat and estate planner hat, this month I’m also fashioning my wedding planner hat, COVID style.  As it turns out, planning a February wedding during a COVID lockdown actually means planning multiple backup weddings, each having their own contingency plan, guest list, and brand of potential disaster.  This has brought….

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Canadian and US Tax Treaty, US Taxes

Powers of Attorney: Whose Decision Is It Anyway?

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management Is your caregiver the best person to make financial and property related decisions for you? Should these roles be filled by different people with unique skill sets? Will your caregiver respect the input and decisions of your financial decision-maker? There are many posts and articles highlighting considerations for a testator when making their Will, and the….

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Power of Attorney, Powers Of Attorney and Guardianship Disputes
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