Title: RESP’s – Wrinkles and Warts
Title: RESP’s – Wrinkles and Warts Continue Reading »
Estate Planning, RESP, Succession Planning, WillsEstate Planning
Total 1074 Posts
Start at the End
Estate 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 GivingHuman Rights and Trusts
Testators 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, WillsALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING
If you have a “single-purpose” corporation for U.S. estate tax planning, this may be a good time to explore an alternative way of holding U.S. real estate…..
ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING Continue Reading »
Canada Revenue Agency, Canadian and US Tax Treaty, Estate Planning, Investments, IRS, Property, Succession Planning, Trusts, United States, US TaxesWill Planning – no simple task… Part 4
Part 4 of “Will Planning – no simple task” will raise the issue of planning for a disabled family member who receives government disability benefits…..
Will Planning – no simple task… Part 4 Continue Reading »
Estate PlanningWhat Type of Paid Care Provider Do I Require?
As a Geriatric Care Manager, I receive inquiries from families regarding assistance for themselves and their older family members. There may come a time when a family member says: “I just can’t do it anymore all by myself”.
Along with the decision to explore caregiving assistance, there are many questions that usually follow. What assistance is needed? Will it be few hours per day, a few hours per week, or is it full time 24 hour assistance that we need?
For families wanting to proceed on their own, here is a list of questions/issues to consider:
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What Type of Paid Care Provider Do I Require? Continue Reading »
Elder Care, Estate Planning, Geriatric Care Management