SOME TAX TIPS IN THE COVID ERA

• • 0 Comments

Our epidemiologists and public heath officers are warning us gently that the dreaded virus will be with us for awhile. Nevertheless, we are all hoping that our economy will recover soon (and to some extent our financial markets have), but it appears asset values in general may be depressed for some time to come. In this context, there may some some opportunities to free up some cash flow and/or reduce….

SOME TAX TIPS IN THE COVID ERA Continue Reading »

Business Succession Planning, Canada Revenue Agency, Estate Planning, In the News, Investments, Property, Real Estate, Small Business, Tax Issues, Uncategorized

Enjoying Nature From An Armchair

• • 1 Comment

Last week Ziggy and I resumed our visits with a couple of my clients who live in their own homes. As we all know Covid had restricted these visits and it was a welcome change after several months. Ziggy as you may recall is an ambassador dog with CNIB and when not on official duty he joins me in visiting my clients.  We call Ziggy the ‘smile maker’ because he….

Enjoying Nature From An Armchair Continue Reading »

Elder Care

The Impact of Medical Assistance in Dying on Life Insurance and Some Other Mentionables

• • 1 Comment

A question that I have heard asked a few times recently is: How would Medical Assistance in Dying (“MAID”) affect my life insurance policy?  It’s an interesting question and certainly something that should be considered in the context of estate planning where the proceeds of a life insurance policy play a significant role in the estate plan and the client has a medical condition where MAID may become a possibility…..

The Impact of Medical Assistance in Dying on Life Insurance and Some Other Mentionables Continue Reading »

Uncategorized

Gift Ideas for the Freshman in the Family

• • 1 Comment

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotia Wealth Management As we approach mid-August, many students (and parents) have turned their minds to the new school year. Although this year post-secondary education may look slightly different for many students with the switch to online learning, it is nevertheless a milestone worth celebrating. This author has taken the liberty of compiling some gift ideas for young adults….

Gift Ideas for the Freshman in the Family Continue Reading »

Power of Attorney, Property, Uncategorized, Wills

Beware of the “Zombie” Deed

• • 0 Comments

In Thompson v. Elliott Estate, 2020 ONSC 1004 (CANLII), the Court considered the validity and effect of a “zombie” deed signed by a transferor while alive in order to convey an interest in land, but not registered on title until after the transferor’s death. The Facts: Alitha Elizabeth Elliott and Byron Thompson lived in a common law relationship from 2008 until they married in 2014. Each had adult children from….

Beware of the “Zombie” Deed Continue Reading »

Uncategorized

Definition of (Essential) Family Caregiver

• • 1 Comment

While we are still learning how best to live under the threat of either spreading or catching Covid, our long term care facilities are starting to also figure this out.  See: https://allaboutestates.ca/family-essential-visitors/ With  80% of all COVID deaths having occurred in LTC facilities, this is definitely too late for many families. In addition to all the concerns that have been previously highlighted, from a physical, structural, staffing and equipment perspective,….

Definition of (Essential) Family Caregiver Continue Reading »

Elder Care
Scroll to Top