Estate Planning | All About Estates

Will Planning – no simple task… Part 5

Corina Weigl • June 8, 2011

In the past few blogs I have been focussing on circumstances which may mean your estate and Will planning requires some added attention. In my blog from March 30, 2011 I listed some of those circumstances. The one I’m focussing on today happens to be one that is prevalent in about 50% or more of all family circumstances. It involves the situation of being in a second relationship coupled with the blended family. This isn’t the “Leave it to Beaver” family. Rather, it’s the family in the image of “The Brady Bunch”. ….

Will Planning – no simple task… Part 5 Continue Reading »

Estate Planning

Take the stairs but don’t fall down, falls prevention is all around.

Audrey Miller • June 7, 2011

Falls can occur anywhere and at any time, so the best approach to staying upright is prevention…..

Take the stairs but don’t fall down, falls prevention is all around. Continue Reading »

Estate Planning

Red Flags for Incapacity

Jasmine Sweatman • June 6, 2011

As professionals, we need to be alert to signs of incapacity in our clients, and we need to remember that some barriers to communication may look like signs of incapacity…..

Red Flags for Incapacity Continue Reading »

Capacity Law, Elder Law, Estate Planning

Coffee, Bicycle, Purse

Elaine Blades • June 3, 2011

There is no global test for capacity. Capacity is a task specific concept. The threshold capacity for making a Will is not necessarily the same as may be required for managing a simple bank account or for providing investment instructions in respect of a multi-million dollar portfolio. What should we be looking for when dealing with older clients wishing to prepare a Will?….

Coffee, Bicycle, Purse Continue Reading »

Capacity Law, Estate Planning, U.S. Citizen, United States, US Taxes

Trust and estate account numbers

Derek de Gannes • June 1, 2011

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 Planning

Small Business Estate Planning Issues: Death of a Partner

Laura West • May 31, 2011

In 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 Planning