Total 676 Posts
As we wind down 2018 and look forward to 2019, I always ask myself ‘where did the time go?’ I don’t really know because I am sure like many of you, I don’t feel much older than I did last year or the year before. I think we notice that someone else looks older (or has ‘aged’) when we look at them- but certainly not when we look at ourselves….
Glad to be a day older….. Continue Reading »
Elder Care, Uncategorized[caption id="attachment_7268" align="aligncenter" width="640"] The Toronto Star Christmas Carol Concert, 2018[/caption] What role do data and metrics play when we make charitable donations? Often very little. And that, in certain cases, is a good thing. This was brought home to me twice recently. First, at the 40th Annual Toronto Star Christmas Carol Concert in early December and then by an estate client. Public Data The Toronto Star’s concert at St…..
Does Charity Data Matter? Continue Reading »
Estate Donations, Philanthropy/Charitable Giving, UncategorizedToday’s blog was co-written with Demetre Vasilounis, Student at Law at Fasken LLP. As a new year approaches, people often take a moment to reflect on their lives over the past year and determine ways in which they could have improved themselves. Some may try to realize such improvements through new year’s resolutions, which often involve goals such as improving physical fitness, quitting an addictive habit or curbing wasteful spending…..
New Year, New You: A Retrospective of “Self-Improvement” Will Conditions Continue Reading »
Uncategorized‘Twas the night before probate, when all through the court, Not a lawyer was stirring, not even for a tort, The executors advertised for creditors with care, In the hopes that distant relatives would remain unaware, The beneficiaries were nestled, with comfort in their gifts, But the judge said the second will was uncertain, causing a big rift, The family soured, pointing their fingers in blame, When the deceased’s teenage….
‘Twas The Night Before Probate Continue Reading »
UncategorizedPreviously posted @allaboutestates. A timeless message: Holiday travel is around the corner. Traveling with older parents does require pre-planning and this blog highlights a recent trip accompanying my mother to see her older brother and sister in law who live over 4,000 km away. Like any trip, it required organization but alittle more so to ensure we had: A direct flight, a wheelchair available at both departure and arrival x….
Saying “See You Soon” rather than Goodbye. Continue Reading »
UncategorizedAs the calendar year draws to yet another close, and each of us mentally checks off items on our year-end checklists, trustees of a discretionary family trust should take this time to determine whether to make a discretionary distribution of income or capital for the year ending. Often the terms of a trust will grant the trustees a discretionary power to pay out income or encroach on capital of the….
Exercising Discretion – Beware of Absolute Powers Continue Reading »
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