September 2024

Cross-Border Insurance Planning – Some Basics

• • 0 Comments

Cross-border insurance planning is tricky but understanding the basics can go a long way in assisting clients. This short article will review some of the key questions to consider in order to avoid potential pitfalls in life insurance planning. Who is the Owner, the Insured and the Beneficiary In the context of personal insurance planning, it is important to appreciate that there are always three (3) parties involved; the owner,….

Cross-Border Insurance Planning – Some Basics Continue Reading »

Estate Planning, Insurance, International, IRS, Succession Planning, Tax Issues, U.S. Citizen, US Taxes

Arthritis Awareness and Planning Considerations

• • 0 Comments

Arthritis is not part of the normal ageing process and can steal one’s mobility, independence, and freedom to enjoy life without chronic pain. It is also Canada’s leading cause of disability and workplace limitations. Since September is Arthritis Awareness Month in Canada, I thought readers would be interested in learning the facts about arthritis in our country and what estate planners need to consider. Estate Planners Need to Look Beyond….

Arthritis Awareness and Planning Considerations Continue Reading »

Elder Management, Estate Planning, Smart Ageing

Refresher On Dealing With Foreign Grants In Ontario

• • 0 Comments

Quite often, we are contacted by law firms in foreign jurisdictions requesting assistance in resealing or confirming a foreign grant in Ontario to deal with assets located in Ontario. My colleague Emily Hubling and I reviewed this topic back in 2019 (https://allaboutestates.ca/probate-becomes-international-affair/) and today’s blog is a refresher on the process of resealing or confirming a foreign grant, taking into account changes to the forms and court processes that have….

Refresher On Dealing With Foreign Grants In Ontario Continue Reading »

Estate Administration, International, Uncategorized

Fall back, Plan forward

• • 0 Comments

September is an important planning month for many people. There are those planning for their kids to go back to school, some planning to preserve their fruits and vegetables for the colder months ahead while other holiday enthusiasts are planning to decorate for Halloween (too soon…sorry). While planning is at the top of mind, consider Estate Planning. Many changes have occurred in recent months, such as change in capital gains….

Fall back, Plan forward Continue Reading »

Estate Planning

Equalization and Vesting: An Uncommon Combination

• • 0 Comments

In Leith v Eccles, 2024 ONSC 4769, the applicant, Linda, brought a motion to receive an equalization payment from the estate of her late husband, William (the “Estate”). Linda wanted to apply the equalization payment towards the purchase of the matrimonial home she had lived in with William for many years, but which now belonged to the Estate. While Linda was entitled to receive an equalization payment from the Estate,….

Equalization and Vesting: An Uncommon Combination Continue Reading »

Uncategorized

Waters v Henry: Respecting a Testator’s Free Will to Make “Bad” Decisions

• • 0 Comments

Irina Samborski, associate and Caroline Mercer, articling student, Gowling WLG (Canada) LLP When an estate is litigated, a deceased person’s decision-making is forced into the public record. Sometimes, the court is asked to pass judgement and correct decisions that may seem unreasonable or unfair. However, some courts prefer to uphold the deceased’s freedom to decide—no matter what the living may think. This was the case in The Estate of William….

Waters v Henry: Respecting a Testator’s Free Will to Make “Bad” Decisions Continue Reading »

Contested wills, Courts, Estate Litigation, Estate Planning
Scroll to Top