Souls of the Sea – Unique Alternatives to Traditional Burial Practice
Souls of the Sea – Unique Alternatives to Traditional Burial Practice Continue Reading »
Estate Planning, Funeral Planning, Succession Planning, WillsSuccession Planning
Total 154 Posts
spousal settlements
In my last Blog I wrote about how a surviving spouse received $70 per month for decades. In such a situation a Trustee is needed who will be around for a long time. The following example is at the other end of the spectrum. This example is about Patricia Kluge. For those of you who are not familiar with Patricia, she was at one time married to a billionare television….
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Estate Planning, Investments, Spouse, Succession Planning, Trustee, TrustsCaregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify?
Caregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify? Growing older with a disability raises questions for parents and adult children alike. For many parents raising a child with special needs, they worry who will look after their adult child when they are no longer capable. ….
Caregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify? Continue Reading »
Canada Revenue Agency, Estate Planning, Succession PlanningConsent to speak
Generally speaking, the Canada Revenue Agency requires a taxpayer’s consent to speak with someone other than the taxpayer about matters related to the person’s affairs. One may assume the consent requirement is relaxed when the taxpayer is deceased and the deceased’s affairs are in the hands of the estate trustee(s) Think again as this is not automatic.
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Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Succession Planning, WillsWhat Do Dependants’ Support, Gratuitous Promises and Kiwis Have in Common?
New Zealand may be thanked for our dependants’ support legislation, says Professor David Freedman. What kind of support claims will bedevil our courts in the future?….
What Do Dependants’ Support, Gratuitous Promises and Kiwis Have in Common? Continue Reading »
Elder Care, Elder Law, Estate Litigation, Estate Planning, Succession Planning, Wills