Total 266 Posts
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management To paraphrase a popular song this time of year: He’s making a list He’s checking it twice He’s going to find out whose naughty or nice … Santa Claus is coming to town He knows when you’ve been bad or good, so be good for goodness sake. Episodes 60-62 of the Canadian True Crime Podcast[1]….
This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management No one can question that Eleena Murray, who passed away in May 2017 at the age of 99, had charitable intentions. On the other hand, exactly how charitable her intentions were is at the heart of pending litigation between Eleena’s family and the SPCA. Eleena’s Will, executed in 2003, leaves $440,000 in specific bequests….
Charitable, but not that charitable Continue Reading »
Charitable Giving, Contested wills, Estate Administration, Estate Litigation, In the NewsCRA will allow post-mortem pipeline transactions to continue, which will allow individuals to avoid double tax on disposition of certain assets…..
POST MORTEM PLANNING: AGAIN MORE GOOD NEWS Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Administration, Estate Planning, Executors, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Uncategorized, WillsThis post was written by Emily Rosen Can someone inherit a digital identity? At what point does an Instagram account become a business rather than a personal platform? We have already seen this happen with celebrities after they die; Paul Walker, Nipsey Hussle, and Michael Jackson all still have active Instagram accounts. The deceased rapper, Lil Peep, has faced significant controversy over his social media. As I write this, his….
Keeping Up from the Kasket – Planning Your Digital Death Continue Reading »
Estate Planning, In the NewsAs we head in to the Fall of 2020, we are quickly approaching the new trust reporting requirements. The new trust reporting rules come into effect with taxation years ending after Dec. 30, 2021.As a reminder to administrators, if a trust continues to be in place past Dec. 31, 2020, the trust will need to comply with the new reporting rules and the trust administrators must provide the following additional….
Look Out: The New Trust Reporting Rules Are Almost Here Continue Reading »
Canada Revenue Agency, Estate Administration, Executors, In the News, Practice Management, Tax Issues, Trustee, Trusts, Uncategorized
Who owns the rights to a celebrity’s image after death? Do these rights pass automatically to the celebrity’s estate? How are these rights protected?….
Personality Rights…From Beyond the Grave! Continue Reading »
Estate Litigation, Estate Planning, In the News, International, Succession Planning, U.S. Citizen, United States