Reverse Mortgages: The good, the bad and the ugly
Reverse Mortgages: The good, the bad and the ugly Continue Reading »
Business Succession Planning, Elder Care, Estate Administration, Estate Planning, Family Conflict, Geriatric Care ManagementEstate Planning
Total 1065 Posts
Are Trusts Going to the Dogs ?
As some of you may know the late Leona Helmsley, a billionare, left her pet Maltese, Trouble, a $12 million trust fund. Her choice to leave this sum to her pet, was branded 3rd in Fortune’s “101 Dumbest Moments in Business” of 2007. In 2008 a court ruling reduced the trust fund for Trouble from $12 million to $2 million with the $10 million going to Helmsley’s charitable foundation. For….
Are Trusts Going to the Dogs ? Continue Reading »
Estate PlanningRectifying a Will based on a Testator’s True Intentions
Where the language of the Will is unequivocal and approved by the testator, a court will refuse to rectify a will to match the testator’s true intentions…..
Rectifying a Will based on a Testator’s True Intentions Continue Reading »
Contested wills, Estate Administration and Probate Applications, Estate Litigation, Estate Planning, WillsCan your TSFA Survive you?
By now, most of us have tax-free savings accounts (TFSA’s). Despite some early (and perhaps ongoing) confusion on as to how they work particularly with regard to deposits and withdrawals, TFSA’s appear to be working fine for all those who have them.
Have you thought about what happens to your TSFA’s upon your death?
….
Can your TSFA Survive you? Continue Reading »
Canada Revenue Agency, Estate Planning, Investments, WillsTo Drive or Not To Drive
When we were teenagers and our parents allowed us to take the car, they worried about us driving. Now you are worried about them. How do you know if your parent is still able to drive safely? Should they be driving? What should you look for? Who do you contact?….
To Drive or Not To Drive Continue Reading »
Elder Care, Estate Planning, Family Conflict, Geriatric Care ManagementDonor Advised Funds are iPads; Testamentary Charitable Trusts are Commodores
The paradox of the donor advised fund is its flexibility provides greater certainty that the donor’s charitable intentions will be served over time…..
Donor Advised Funds are iPads; Testamentary Charitable Trusts are Commodores Continue Reading »
Estate Planning, Philanthropy/Charitable Giving