Total 1065 Posts
More often than not the lost items relate to trusts and estates which have made filings without an account number. If and when found by the CRA, the agency would look to assess penalties and interest for late submissions…..
Trust and estate account numbers Continue Reading »
Canada Revenue Agency, Estate PlanningIn a previous blog, I wrote about some non-tax related small business estate planning issues to consider upon the death of a sole proprietor. In this blog, I wanted to touch on some non-tax issues affecting owners of small businesses that are structured as either partnerships or limited partnerships…..
Small Business Estate Planning Issues: Death of a Partner Continue Reading »
Estate PlanningFinances for many, are a very private matter- so your parent may not tell you if they are having difficulties. There are several things you can do to minimize the risk…..
Financial Abuse, When Numbers Don’t Add UP. Continue Reading »
Elder Care, Estate Planning, Geriatric Care ManagementEstate planning is a process that should “start at the end”. Who are the beneficiaries? What do they get, and when? All too often, however, we start in the middle. The focus is on the mechanics of making the transfer: probate fees, taxes, structures. In the March 2011 edition of Advisor’s Edge Report, my colleague Elaine Blades tackles this subject. Elaine recommends determining “whom and/or what the client wishes to….
Start at the End Continue Reading »
Estate Planning, Philanthropy/Charitable GivingTestators often draft into trusts conditions that limit the circumstances in which trust property may be distributed to beneficiaries. Some conditions test the boundaries of testamentary freedom, and raise complex questions about the relevance of human rights norms to trusts and estates law…..
Human Rights and Trusts Continue Reading »
Estate Litigation, Estate Planning, Philanthropy/Charitable Giving, Trustee, Trusts, Wills