Protecting Your Business Legacy
Protecting Your Business Legacy Continue Reading »
Business Succession Planning, Estate Planning, Small Business, Succession PlanningEstate Planning
Total 1075 Posts
Finance and Marriage
35% 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, WillsGrandfathered Agreements
My 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.
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Canada Revenue Agency, Estate Planning, Executors, Insurance, Loans, Tax Issues, WillsRemembering Estate Planning During and After a Separation
The 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…..
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Estate Litigation, Estate Planning, Family Conflict, SeparationEstate 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, Executors