Elaine Blades

A couple of months ago I discussed the purpose of the “30 day survivorship clause” in Wills.  In a nutshell, the clause is designed to address the problems that may arise in the situation where the testator and one or more beneficiaries die in a common accident or otherwise within a short period of time of each other.  By requiring a beneficiary to survive the testator by the specified period of time, the….

How many resolutions did you make this year? One? Three? Five? Or are you one of the super ambitious (not to mention optimistic) types, having made 10 or more? While getting in shape and eating better are the perennial winners of the “most popular resolution” award, getting organized, procrastinating less and lowering stress levels/worrying less generally make the top 10. While this blog may not be able to help you with….

In my last entry I promised to follow up a discussion on the “30 day survivorship clause” with a talk about the statutory survivorship rules. Inspired by both today’s date and a lovely seasonal ecard I received last week, I decided this less-than-festive topic could wait till the New Year. December 23rd is special to me as it’s the anniversary of my dad’s funeral and of my mom’s death.  As much as….

Last month I had the pleasure of presenting- along with fellow blogger Dr. Ken Shulman – at a Scotiabank conference. Our audience was comprised, for the most part, of ScotiaMcLeod and Private Investor Counsel financial advisors. Dr. Shulman provided a clinical perspective on capacity/incapacity and I focused on the importance to advisors and their clients of planning for potential future incapacity. Dr. Shulman set the stage by reviewing some, in my view….