Estate Planning

Total 1065 Posts

Charitable donations made through a will

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In many cases, a deceased person will include charitable bequests in their will. The executor(s) of the estate may not, however, be in a position to honour the bequest in a timely fashion due to the lack of available estate funds on hand. In not all cases will this action (or inaction) frustrate the completion of the final personal tax return…..

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Canada Revenue Agency, Charitable Giving, Estate Planning, Trustee, Wills

Eany Meany Miney Moe, you will be a caregiver before you know…..

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“More than 2.3 million Canadian employees currently have caregiving responsibilities. Many experience work-life conflict serious enough to affect their job performance. Population aging guarantees that most of us will combine work and caregiving.” ….

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Elder Care, Estate Planning, Geriatric Care Management, In the News

Downton Abbey and Britain’s Changing Attitudes towards Succession

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The internationally acclaimed television series Downton Abbey introduced many people to Britain’s past inheritance laws. The practice of primogeniture is no longer British law but still remains an inheritance model for Britain’s major landowning families. A new survey conducted for Country Life last week, shows an emerging change in succession attitudes to relax the enforcement of the primogeniture model to transfer land and title. Only 16% of the major landowning families surveyed strictly implement the practice of primogeniture…..

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Estate Planning, In the News
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