Protecting Your Estate
“Protecting Your Estate” for Sunlife Financial, Woodbridge, Canada, October 5, 2011
Wills and Powers of Attorney
“Wills and Powers of Attorney” for Pierre Berton Resource Library, Thornhill, Canada, August 25, 2011
Choosing the Right Estate Trustee
The Estate Trustee (also known as the executor) is the person appointed in an individual’s will to carry out the instructions in the will. As this role requires much time and effort, the person so appointed should be chosen with great care. The duties of an estate trustee include: arranging for the funeral and burial […]
Effective Succession Planning for Cottages and Investment Properties
Despite the obvious benefits of owning a cottage or investment property, there are numerous issues that can arise when they are transferred. For example: Which children, if any, are interested in future ownership? Which one(s) do you want to transfer it to? What are the tax and probate fee implications to transferring the property now […]
Wills and Powers of Attorney
“Wills and Powers of Attorney” for Pierre Berton Resource Library, Thornhill, Canada, June 23, 2011
Protecting Your Estate
“Protecting Your Estate” for ING Direct, Toronto, Canada, June 22, 2011
Due Diligence Can Prevent Estate Litigation
Poor choices made by financial planners in connecting their clients to wills and estate lawyers can, and often do, result in lengthy and expensive estate litigation. Solicitor negligence is not something that people like to talk about, but it can be a problem, said Markham-based Andrea Kelly, barrister and solicitor, speaking at the CIFPs’ 9th […]
Protecting Your Estate
“Protecting Your Estate” for ING Direct, Toronto, Canada, May 26, 2011
Preparing for Joint Home Ownership
An increasing number of people are entering the housing market by buying jointly with a friend or relative. Families are also buying cottages or rental properties together. For many, it enables them to enter the market while prices are high and decreases the individual risk and day-to-day responsibility of such an investment. However, as has […]
Conflict Over Laying a Loved One to Rest
From time to time, family relationships are strained, if not destroyed, over how a deceased loved one is to be laid to rest. Where family members cannot come to agreement, the law indicates how this emotionally charged question will be resolved. In Canada, the Estate Trustee (Executor) has the right to possess and dispose of […]