Son: Mom, turn a light on, it’s getting dark outside. Mom: It’s ok, I’ll just sit here in the dark. Son: Mom, it’s cold and raining outside. I will call a taxi for you. Mom: It’s senior’s day at Shoppers, I will take the bus. Son: Now that dad has passed away, this big old house must be getting a lot to handle. Do you think we could….
Does This Sound Familiar? Continue Reading »
Caregiving
Today’s blog is being written by Jonathan M. Charron, senior associate at Fasken’s Montréal office. The tax rules applicable to charitable gifts on death have changed considerably since 2016. These new rules aim inter alia at providing more certainty as to the tax treatment of such gifts and more flexibility in terms of who, between a deceased and his or her estate, can actually claim a donation tax credit….
Charitable Gifts on Death: Who can Claim the Donation Tax Credit? Continue Reading »
UncategorizedIn Bishop Estate v. Sheardown, 2021 BCSC 1571, the Supreme Court of British Columbia gave effect to a Will the testator had failed to execute before her death. Facts: Marilyn Bishop died in British Columbia in the summer of 2020 at the age of 76. She had a prior Will signed in 2014, which named her husband as her executor and primary beneficiary, and in the event he predeceased her,….
No Signature, No Problem Continue Reading »
Contested willsYou’ve met with your client for a final signing meeting. They can breathe a sigh of relief – their Will (or Wills) and Powers of Attorney are done! I have bad news – the process isn’t quite done yet. Of course, you will prepare a reporting letter, send your final account, and, if you store original documents, ensure the documents are safely stored and that your database is updated accordingly…..
“I’ve signed my Will…now what?” Continue Reading »
WillsThis Blog was written by: Hannah Zip, Estate and Trust Consultant, Scotia Wealth Management (Authors Note: this post was inspired by a presentation delivered by the Queer Seniors of Saskatchewan, and a big thank you goes to that advocacy group for sharing their personal experiences and stories to raise awareness of senior queer issues. The term “queer” is used interchangeably with “LGBTQ2S+” for brevity purposes only.) Some of us might….
Understanding the Unique Issues Facing the Older Queer Generations Continue Reading »
Estate Planning
Thanksgiving is next Monday so I thought I would share a blog that highlight some tips when visiting with family, who you may not have seen for a while. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. For example, are….
Turkey, Dementia and Giving Thanks Continue Reading »
Elder Care