Total 1074 Posts
In a blog that I wrote last December, I commented on a U.S. constitutional challenge that had been launched in response to the U.S. estate tax burden borne by the survivor of a same-sex marriage…..
Update on U.S. Estate Tax Challenge Continue Reading »
Estate Litigation, Estate PlanningAs the issue of caregiving is now getting election coverage, the costs of caregiving need to be better understood. These include tangible costs such as financial expenses, loss of income, as well as other costs, such as emotional challenges and loss of opportunity identified by family members pressed into service to care for an elderly family member.
For those families who decide to purchase care, this article will review the financial cost of hiring a caregiver. ….
The Financial Cost of Caregiving Continue Reading »
Elder Care, Estate Planning, Geriatric Care Management, In the NewsWhen Gertrude Janeway died in 2003, she was still getting a monthly cheque for $70 from the Veterans Administration for a military pension earned by her late husband, John, on the union side of the American civil war that ended in 1865…..
Spousal Trusts work for the short or long term Continue Reading »
Canada Revenue Agency, Estate Planning, Spouse, Trustee, TrustsIn 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…..
Charitable donations made through a will Continue Reading »
Canada Revenue Agency, Charitable Giving, Estate Planning, Trustee, WillsAs I said in my last blog, certain circumstances in either your background or asset base may mean your estate and Will planning requires some added attention. One of those circumstances is ownership of assets in a foreign jurisdiction. ….
Will Planning – No Simple Task… Part 2 Continue Reading »
Estate Planning, Wills“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.” ….
Eany Meany Miney Moe, you will be a caregiver before you know….. Continue Reading »
Elder Care, Estate Planning, Geriatric Care Management, In the News