Total 1082 Posts
As 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 NewsBefore adding your adult child to your bank account for “convenience” or to save probate fees, read this…..
More on the perils of joint accounts Continue Reading »
Estate Planning, Family Conflict, In the News, Joint TenancyThe 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…..
Downton Abbey and Britain’s Changing Attitudes towards Succession Continue Reading »
Estate Planning, In the NewsDoes the Will provide for charitable donations or bequests? If properly documented, they may represent tax deductions to the Estate.
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TAX DEDUCTIBILTY OF CHARITABLE DONATIONS THROUGH THE WILL Continue Reading »
Canada Revenue Agency, Charitable Giving, Estate Administration, Estate Planning, Executors, Philanthropy/Charitable GivingWhen making testamentary or inter vivos gifts, parents sometimes want to ensure that provision is made for the spouses of their children, whether it is by including such individuals as potential beneficiaries of trusts or as recipients of outright gifts. ….
Specificity Matters: Defining “Spouses” for Estate Planning Purposes Continue Reading »
Estate Administration, Estate Planning, Spouse, Wills