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Dealing with U.S. Life Insurance Policies in Ontario Estate Plans

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After 4 years as a law clerk in the Fasken’s Private Client Service Group and Trust, Wills, Estates and Charities Group, I am changing tracks and joining TD Wealth as an Executive Trust Officer. While at Fasken I had the pleasure of working on many interesting and challenging matters along side some amazing people, so today, my last day, writing my final All About Estates Blog (“AAEB”) feels bitter sweet…..

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Restricted gifts of real estate

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When I was a young charitable gift planner, my charity was offered a cluster of islands on Georgian Bay.  Surrounding the 100-year-old family cottage were sheds, cabins and boat houses.  The donors had a vision: it would be a children’s camp. It was a stunning property.  Valuable, despite the sagging, mouse-infested buildings.  But this gift by will was contingent and restricted.  It would be a children’s camp, or nothing at….

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Estate Donations, Estate Planning, Philanthropy/Charitable Giving, Uncategorized

TFSA’s and Non Resident Penalties – An Update

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A couple years ago, one of my blog colleagues wrote on the residency rules regarding tax free saving accounts (TFSA’s). Generally, as an owner of TFSA, if you leave Canada, the accumulated funds may remain in the TFSA without Canadian tax consequences. You can’t make any further contributions but you can make withdrawals. The penalties for not abiding by the non-residency contribution rules are severe – essentially 1% per month….

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Canada Revenue Agency, International, Investments, Liability, Tax Issues, Uncategorized

Love is in the Air. But be cautious

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This Blog was written by Lara Besharat A romance scam, also commonly known as “catfishing”, is a fraudulent scheme, generally accomplished via social media or through an online dating platform, wherein a scammer feigns romantic interest in a target, develops a “relationship” with that person, and ultimately swindles them for money. Seniors in particular are at high risk of being preyed upon in this way. While this is a growing concern, there….

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The Year of the Ox

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It was two years ago this week that I had the pleasure of celebrating the Chinese New Year in Taiwan. It now feels like a very distant memory yet one that I can vividly recall. This year, the Year of the Ox starts on February 12, 2021. In Taiwan the national holiday is celebrated for one week during which time most stores are closed. What I recall most about that….

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Talking to Your Beneficiaries About Your Estate Plan

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This blog was written by Emily Rosen Having conversations with beneficiaries and being honest about your intentions will set expectations early on and minimize any surprises during an already difficult time. According to a study conducted by Nielson (2014), 46% of Canadians have not spoken to their family about their intentions for their Will. Of those 46%, the top reasons for not doing so are: they haven’t thought about it….

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Estate Planning, Uncategorized
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