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“I don’t want to be a burden to my children”

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This is a common refrain that I hear and one that my trust colleagues do as well. In today’s blog I would like to discuss the role and importance of naming an Attorney for Personal Care.    [Note:  Of course this is in addition to naming either a trust company, which is my preference or another person as the attorney for property]. As I work with many older individuals who have….

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Making a List, Checking it Twice: Getting Ready to Talk About Your Estate Plan this Holiday Season

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As we approach the holiday season, many of us are looking forward to spending time away from work to get together with our families. For some of us, this will be the first holiday in two years that we have been able to all gather together. Many people’s holiday preparation list includes planning menus, decorating the home, and purchasing presents. If you’re checking it twice, you may wish to include….

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Another reminder about beneficiary designations – Simard v Hall

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Today’s blog has been written by Yvonne Mazurak, associate at Fasken LLP I’ll admit it–I love watching holiday movies. And the more predictable, the better. I recently watched one that hit many of the expected tropes: the main character returns to their hometown from the “big city” to reconnect with an aging parent, who they have been estranged from since the death of their other parent (and–of course–in the process….

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Saying goodbye

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This blog was written by Teresa Acs Saying goodbye.  When the blog you are writing is called All About Estates, you might think this is a goodbye to a dear loved one and, in many ways, you would be right.  I am retiring at the end of the year after more than 35 years in the Estate and Trust industry.  Retiring brings excitement and joy in the possibilities and I….

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Lost in Translation: Clients Who Do Not Speak English

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Canada is one of the most culturally diverse countries in the world. Ontario is amongst its most diverse provinces. As globalization continues, Ontario’s lawyers will undoubtedly encounter a continued increase in client diversity. What are a lawyer’s responsibilities when faced with potential clients who do not speak either of Canada’s official languages? How should civil litigators deal with potential clients who want to move forward with establishing a relationship despite….

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SALE OF PERSONAL RESIDENCE AFTER DEATH

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Can an estate claim a loss for tax purposes if the estate sells the property for less than what it was valued for at time of death? Hard to imagine such circumstances in this current real estate environment but in the unlikely event it does occur, what are the rules?The Income Tax Act (“ITA”) deems a person to have disposed of their principal residence for proceeds equal to its fair….

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