The small business owner’s choice of estate trustees is very important to the successful administration of his or her estate and succession of his or her small business. Many factors should be considered when such a choice is being made…..
Small Business Estate Planning: Choosing Estate Trustees Continue Reading »
Estate Planning, TrusteeDo you know where your grandchildren are? When families don’t talk- what happens to the grandchildren?….
Saying goodbye. Continue Reading »
Elder Care, Estate Litigation, Family Conflict, Geriatric Care ManagementIn last months’ Canadian Lawyer Magazine, Warren Porter, owner of Iron Gate Private Wine Management, wrote about wine as a liquid asset. When a wine collector dies, teh collection can be very valuable, and if the collection is not specifically dealt with in the Will, the issue becomes: how does an estate trustee realize this value for the beneficiaries?….
Wine – How Liquid is it Really? Continue Reading »
Charitable Giving, Estate Administration, Executors, Interest, Property, WillsTrusts are balancing acts. The balance is especially challenging when there is a mixture of family and charitable beneficiaries that occurs with certain testamentary trusts. The classic scenario is a testamentary charitable remainder trust. A spouse is income and capital beneficiary for life and one or more charities receive the remainder interest…..
Testamentary Charitable Remainder Trusts Continue Reading »
Estate Planning, Philanthropy/Charitable Giving“Charitable giving is a growing priority for many Canadians”, Joshua E. Thorne, Senior Will & Estate Planner, Scotia Private Client Group. If you want to learn more about this expanding area, read on…….
A Guide to Fundraising Organizations in Canada Continue Reading »
Charitable Giving, Estate Planning, Philanthropy/Charitable GivingCan a person convicted of murder but found to have been not criminally responsible benefit from the proceeds of an insurance policy held by the deceased? ….
Madness, Murder and Insurance Continue Reading »
Estate Administration, Estate Litigation, In the News, Insurance