Estate Planning for the Family Cottage

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Much has been written in this blog space and many others on this topic. Several times a year (in some years more often than others), we are asked in our practice about to advise on succession or estate planning issues for the family cottage. I was recently alerted to a very good article called How to Estate Plan for the Family Cottage by Tim H. R. Brown of Richard, Buell….

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Cottage, Estate Administration, Estate Planning, Family Conflict, In the News, Investments, Joint Tenancy, Real Estate, Resulting Trust, Tax Issues, Trusts, Uncategorized, Wills

A Heartwarming Thank You!

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I read a post on LinkedIn recently that touched my heart and is the inspiration of this blog.  It was a letter from a recent widower to a hairdresser who had made the experience of his wife’s last haircut one of the best moments of her life.  He explained how his wife had dementia and he anticipated the experience of a haircut to be somewhat of an ordeal. To his….

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Uncategorized

Can a Prudent Investor have a Green Thumb?

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This blog was written by Raluca Gondor You’re named executor of a green estate. You’ve arranged for a green burial in one of Ontario’s seven green cemeteries, have identified environmental charities in line with the testator’s wishes, and are now left to handle the estate’s investments. You’ve just arrived at this clause in the testator’s will: “My Trustees may make any investments that my Trustees in their discretion consider advisable,….

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Estate Administration, Investments

Divisional Court Appeals: Not The Place For New Issues

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In Luck v. Hudson, 2020 ONSC 3811 (Div. Ct.), the Divisional Court confirmed that an appeal is not the time to raise new issues and seek directions regarding an estate. In this case, the deceased and his wife owned a house together jointly which then sold (it is not clear whether the house was sold before or after the deceased’s death). At some point, litigation was commenced. While the exact….

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Contested wills, Cottage, Estate Administration, Estate Litigation, Family Conflict, Wills

Extended tax payment deadlines and interest relief on tax debt

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Further tax payment deadline extensions and interest relief on tax debt are on offer by the Canada Revenue Agency (CRA) during the COVID-19 pandemic. As announced on July 27, 2020, trusts now have until September 30, 2020, to pay income tax balances and instalments that would have otherwise been due on or after March 18, 2020 and before September 30, 2020. The CRA also says that all penalties and interest….

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Canada Revenue Agency, Executors, Liability, Tax Issues

Mementos and good memories

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We will all experience loss of a loved one and while my loss may be more recent than some, it can make these occurrences feel more vivid. Over the weekend I received the many boxes that I had packed up from my mother’s apartment.  While I started to sort them through I was overcome by the scent of her favorite perfume. It was reassuring and familiar and yet quite emotional…..

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Elder Care
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