Help three brothers battle legal and estate issues
Why anyone can view certain clients’ wills
More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.
One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]
Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck running a red light. Adam was pronounced dead on the scene, while Brenda died in hospital 6 days later. It didn’t take long for two estate battles to erupt. *This […]
The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.
When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.
Clients often overlook advance care planning during the estate planning process.
Unmarried seniors who’ve never had children will need special attention
If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.