Is Both a Belt and Suspenders Really Needed?
Is Both a Belt and Suspenders Really Needed? Continue Reading »
Elder Care, Estate PlanningEstate Planning
Total 1065 Posts
Estate Planning and Archie Andrews
A short while ago, I decided to divest myself of some comic books I’d been holding onto for many, many years. A quick search on Kijiji led me to a local potential buyer. He offered a modest payment which I accepted.
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Estate Planning and Archie Andrews Continue Reading »
Estate Administration, Estate Planning, ExecutorsRosa Parks’ Estate Tied Up in Litigation as Her Memorabilia Goes to Auction
Almost six years after her death, the estate of civil rights hero Rosa Parks is still being litigated. Court pleadings recently filed with the Michigan Supreme Court reveal details over the fight for control over her estate.
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Rosa Parks’ Estate Tied Up in Litigation as Her Memorabilia Goes to Auction Continue Reading »
Contested wills, Estate Litigation, Estate Planning, Executors, Trustee, Trustee Disputes, United States, WillsGrandfathered insurance policies
When the stop-loss rules were enacted, they contained grandfathering provisions that provided relief on dispositions of shares pursuant to “grandfathered agreements” or related to “grandfathered insurance policies.”
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Grandfathered insurance policies Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Planning, Executors, Insurance, Liability, Small Business, Spouse, Succession Planning, Tax IssuesAre you free to do what you want when you die?
In previous blogs I’ve talked about why you should have a Will. Now it’s time to discuss what limitations are imposed on you when leaving your estate. In general, you are free to leave your assets to whomever you want. This is called “freedom of testamentary disposition”. However, for certain policy reasons, the law does impose some restraints on you. To avoid costly disputes after you are gone, it’s important that these legal limitations be addressed…..
Are you free to do what you want when you die? Continue Reading »
Estate Administration, Estate PlanningYou Can’t Choose Your Family BUT You Can Choose Your Friends (and your POA)
Who do you want making decisions for you when you are no longer able? Friends may know things about you that you aren’t comfortable or able to share with family; they often live in the same city; have shared a number of life experiences and they can often be closer than blood relatives. So what’s the deal?….
You Can’t Choose Your Family BUT You Can Choose Your Friends (and your POA) Continue Reading »
Elder Care, Estate Planning, Family Conflict, Geriatric Care Management