Total 1065 Posts
It is always fascinating to watch evolution in progress. I grew up with the Canadian Donor’s Guide. For the last 26 years this publication has been Canada’s preeminent annual guide to charitable giving. It started out as a bound listing of charities distributed to the legal community, but with the electronic age it has changed to remain relevant. ….
Canadian Donor’s Guide Continue Reading »
Estate Planning, Philanthropy/Charitable GivingYour responsibilities as a trustee or executor of an estate may include completing the tax filings of the deceased and requesting tax clearance prior to the distribution of the estate in accordance with the will terms. Let’s say you find out that the deceased’s tax filings were not all up to date or incomplete and you have read about the possibility of tax penalties.
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In the years that I have been practicing I’ve come to realize the importance of having a team approach to addressing a client’s estate plan. Whether the team includes the accountant, who suggests an ‘estate freeze’, the insurance advisor who considers the extent and type of insurance needed to best fulfill the client’s goals, the investment advisor who works to achieve both the client’s retirement and legacy goals or other lawyers who are involved in the client’s legal affairs, all the advisors have a role to play in ensuring the client’s estate play is properly implemented. No where is the team approach perhaps more paramount than when the areas of family and estate law intersect…..
Making sure you play with your best hand Continue Reading »
Estate Litigation, Estate PlanningI have encountered parents who are extremely worried about their challenged children’s financial well bein on theri death…isn’t it more effective to raise this issue now?….
A Henson Trust May Not Be Enough Continue Reading »
Capacity Law, Estate Planning, Guardianship