CPP: TO DEFER OR NOT DEFER

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For several years now, clients and contacts (with more frequency of late, and that’s no accident) have been asking me: “Hey Steve, I am turning 65 shortly, do I apply for CPP now or do I wait – what makes more sense financially” Based on analysis provided by experts in the financial planning sector (and more recently, published articles on the subject) my answer usually takes the form of “it….

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Canada Revenue Agency, Compensation, Estate Planning, In the News, Insurance, Investments, Tax Issues, Uncategorized

How many shall die and who by plague?

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While the New Year starts in January, Jews around the world celebrate another New Year, the birth of the universe, 5781 years ago based on the Hebrew calendar. While it is the first of the High Holidays, for many who may not attend synagogue, it is recognized and celebrated with family sitting down together for a festive dinner.  The Covid caused dinner will also be different this year- with a….

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Elder Care

Aging, Memory, Existentialism and Xenoblade Chronicles 2

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“If the Architect does indeed exist, I wish I could ask him… who am I, truly? Whence did I come? Whither am I headed?” – Jin, Xenoblade Chronicles 2 While I usually tend to write about interesting hypothetical legal issues with respect to estates, trusts and family law, I wanted to take today as an opportunity to write a more personal blog post and share a bit about my own….

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Caregiving, Disability, Elder Care

Road Testing your Estate Plan

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their Estate Plan is the Will.  However, when road testing your estate plan, it is not enough to review just your….

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Estate Planning, Executors, Uncategorized, Wills

Cats, the T.S. Eliot Estate and the Gift that May Save the Brontes’ House

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Earlier this year, my colleague Justin de Vries blogged about the post-mortem release of dueling love letters from T.S. Eliot and his friend/inamorata Emily Hale. However, there is now a happier news story regarding the impact of Mr. Eliot from beyond the grave. The Bronte Parsonage, in England, is a museum of the family home of the Bronte sisters that usually attracts 70,000 visitors per year. Due to the restrictions….

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Charitable Giving, Estate Administration, Estate Donations, In the News

Feeling Like an Apostille Imposter

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Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. Working with high net worth clients and their complex estates, I come across new terminology, challenges and scenarios each and every day, which keeps me engaged after years of practice. Recently, I came across a request that left me feeling puzzled. I sent a probate application….

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