CRA will allow post-mortem pipeline transactions to continue, which will allow individuals to avoid double tax on disposition of certain assets…..
POST MORTEM PLANNING: AGAIN MORE GOOD NEWS Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Administration, Estate Planning, Executors, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Uncategorized, WillsAs I write this blog, it’s grey, cold, there is snow on the ground and many of us have just started our second round of Covid lockdown. Not much to be excited about, yet as we put one foot in front of the other, we need to appreciate how much we do have and how fortunate we are. Last week’s blog was titled ‘Attitude of Gratitude’ and I want to….
Here we go again- round 2 Continue Reading »
Elder Care
In a follow up to my blog post of September 18, 2020 (“Part One”), this blog will consider what it means if you have received notice that you are a residuary beneficiary of an estate. You are probably wondering what a residuary beneficiary is. To understand this, you must understand what the term residue means. As I addressed in Part One of my blog, the term residue is defined to….
You’ve Got Mail – Part Two Continue Reading »
UncategorizedThere is a saying among charitable gift planners: “beware of in-kind property donors who show up with valuations in hand.” In other words, eager donors and their gifts may be too good to be true. This is folk wisdom that points to a serious issue. Donors, executors and charities often struggle with in-kind donation valuation. Who commissions and pays for in-kind donation appraisals, the donor or charity? Standard Practice The….
Valuing In-kind Donations Continue Reading »
Estate Donations, Estate Planning, Philanthropy/Charitable Giving, Uncategorized
Do you have to serve all respondents with all materials filed in an application? Only if the person has filed a notice of appearance or the court orders otherwise…..
Who Gets Served? Continue Reading »
Contested wills, Disability, Estate Litigation, Family Conflict, Practice Management, Wills
An ‘attitude of gratitude’ seems to be the mantra of the 2020 Masters Tournament commentators. Fans are so happy to have the Masters on this year- albeit in November rather than April. It is a motto that more of us need. I would like to apply this positive attitude and acknowledgement to caregivers as this is National Family Caregivers Month. More than ever as this pandemic overshadows absolutely everything and….
Attitude of Gratitude Continue Reading »
Elder Care