Total 1065 Posts
Bequest donors trust charities enough to make them often significant beneficiaries of their estate, yet they don’t trust them sufficiently to tell them in advance.
….
One in Ten: Why Donors Don’t Tell Charities about Their Bequests Continue Reading »
Charitable Giving, Estate Planning, Philanthropy/Charitable GivingMuch has been written about probate fee avoidance. Can you with a power of attorney engage in probate fee avoidance on behalf of a testator whose estate may be subject to probate fees?
….
AVOIDING PROBATE FEES WITH A POWER OF ATTORNEY? Continue Reading »
Capacity Law, Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Planning, Executors, Guardianship, Joint Tenancy, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Probate Tax, Property, Wills35% of Canadian marriages end in divorce before the 25th wedding anniversary. 43% of those divorced individuals re-marry and this leads to estate planning complexity….
Finance and Marriage Continue Reading »
Estate Planning, Family Conflict, Spouse, WillsMy most recent blogs have explored the possible use of life insurance to completely eliminate the capital gain on death (assuming that sufficient insurance was in place) provided certain stop-loss rules do not apply. Not all was lost because, “grandfathered” agreements could prevent the application of the stop-loss rules.
….
Grandfathered Agreements Continue Reading »
Canada Revenue Agency, Estate Planning, Executors, Insurance, Loans, Tax Issues, WillsThe recent endorsement issued by Justice P.C. Hennessy in Makarchuk v. Makarchuk, 2011 ONSC 4633 serves as a reminder of the importance of considering estate planning issues when spouses are separating…..
Remembering Estate Planning During and After a Separation Continue Reading »
Estate Litigation, Estate Planning, Family Conflict, Separation