For today’s blog, I have asked a colleague of mine, Heela Donsky, to write about estate planning for women:
News sources across north America are replete with headlines describing men’s decreasing mortality rates. The fact is that statistically, women continue to outlive men. In the context of estate planning, what does this mean for the surviving widow?….
Sisters Need to Do It For Themselves Continue Reading »
Estate PlanningIn the years that I have been practicing I’ve come to realize the importance of having a team approach to addressing a client’s estate plan. Whether the team includes the accountant, who suggests an ‘estate freeze’, the insurance advisor who considers the extent and type of insurance needed to best fulfill the client’s goals, the investment advisor who works to achieve both the client’s retirement and legacy goals or other lawyers who are involved in the client’s legal affairs, all the advisors have a role to play in ensuring the client’s estate play is properly implemented. No where is the team approach perhaps more paramount than when the areas of family and estate law intersect…..
Making sure you play with your best hand Continue Reading »
Estate Litigation, Estate PlanningWhile in my last few blogs I’ve focused on knowing when your will plan isn’t simple, today I’ve asked my partner, David Fox to blog on a recent development in the fairness provisions applied by Canada Revenue Agency. David is a partner in our Tax group. He brings to your attention what practitioners consider to be a welcome clarification of the fairness provisions available to taxpayers who may owe interest in respect of income taxes owing from tax years ten or more years old. What follows comes to you from David…….
Bozzer Wins! More Interest Relief Available under Fairness Provisions Continue Reading »
Estate PlanningIn the past few blogs I have been focussing on circumstances which may mean your estate and Will planning requires some added attention. In my blog from March 30, 2011 I listed some of those circumstances. The one I’m focussing on today happens to be one that is prevalent in about 50% or more of all family circumstances. It involves the situation of being in a second relationship coupled with the blended family. This isn’t the “Leave it to Beaver” family. Rather, it’s the family in the image of “The Brady Bunch”. ….
Will Planning – no simple task… Part 5 Continue Reading »
Estate PlanningPart 4 of “Will Planning – no simple task” will raise the issue of planning for a disabled family member who receives government disability benefits…..
Will Planning – no simple task… Part 4 Continue Reading »
Estate PlanningAs we move along with the topic “Will planning – no simple task”, another circumstance that may require you to give special attention is ownership of a family cottage…..
Will Planning – no simple task… Part 3 Continue Reading »
Estate Administration, Estate Planning, Property, Wills