Reverse Mortgages: The good, the bad and the ugly
Reverse Mortgages: The good, the bad and the ugly Continue Reading »
Business Succession Planning, Elder Care, Estate Administration, Estate Planning, Family Conflict, Geriatric Care ManagementEstate Administration
Total 495 Posts
So you think you can avoid Uncle Sam…
So you reside in Canada but you’re a U.S. citizen, surely ‘Uncle Sam’ has no right to your Estate on your death. Unfortunately, regardless of whether a U.S. citizen resides in the United States, U.S. citizens are subject to U.S estate taxes when the pass away based on the value of their worldwide estate. A credit is available which does alleviate some of the tax burden by exempting a certain amount from the U.S. estate tax net…..
So you think you can avoid Uncle Sam… Continue Reading »
Estate Administration, IRS, U.S. Citizen, United StatesEnsuring Charitable Pledges Are Honoured Following Death
In their later years, donors often make commitments to charities with respect to the charitable giving that they intend to carry out during their lifetimes. Often these commitments are expressed by means of the donor and the charity entering into a written charitable pledge agreement…..
Ensuring Charitable Pledges Are Honoured Following Death Continue Reading »
Charitable Giving, Estate Administration, Estate Planning, WillsThe Trials and Tribulations of Choosing an Executor
Over the last two weeks, a number of blogs have addressed the issue of choosing an executor. Here is a litigator’s perspective (for better or worse).
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The Trials and Tribulations of Choosing an Executor Continue Reading »
Estate Administration, Estate Administration and Probate Applications, Estate Litigation, ExecutorsMultiply the tax saving with multiple trusts
Multiply the tax savings by creating another taxpayer with reference to a testamentary trust in your will…..
Multiply the tax saving with multiple trusts Continue Reading »
Estate Administration, Estate Planning, Executors, Trusts, WillsWhat do Two Million Canadians and Stieg Larsson have in common? For the answer to this question, read on.
Stieg Larsson, author of the Millennium Trilogy of crime novels, ultimately died without a Will. This left his long term lover Eva Gabrielsson without any claim to his Estate which under Swedish law would pass to his father and brother…..