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Searching Content from Canada indexed under Wills/ Intestacy/ Estate Planning ordered by Published Date Descending.
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Petrick (Trustee) v. Petrick, 2019 BCSC 1319 – Not All Joint Tenancies Are Created Equal
In a recent decision, the Supreme Court of British Columbia has clarified the property interests that may arise when a property is held in joint names
Canada
20 Aug 2019
2
Powers Of Attorney And Advanced Care Planning: Personal Care
(August 12, 2019, 10:55 AM EDT) -- Our last three articles reviewed some important issues involving continuing powers of attorney for property.
Canada
19 Aug 2019
3
How Old (Or Not) Should Your Executor Be?
One issue which people planning their estates frequently struggle with is who to appoint as their executor. The choice for this important role deserves serious consideration
Canada
16 Aug 2019
4
Private Client Law In Canada: Overview
A Q&A guide to private client law in Canada. The Q&A gives a high level overview of tax; tax residence; inheritance tax; buying property; wills and estate management; succession regimes; intestacy; trusts; co-ownership; ...
Canada
15 Aug 2019
5
Severing A Joint Tenancy By Will; Marley v. Salga, 2019 ONSC 3527
The testator died testate, having made his last will July 29, 2015, approximately one month prior to his death.
Canada
12 Aug 2019
6
Once A Gift, Always A Gift?
In a decision handed down this week, the Court of Appeal attempted to clarify a question that has frustrated family law practitioners and clients alike
Canada
7 Aug 2019
7
7 Estate Planning Tips For Spouses
Estate planning is inarguably one of the most important things you can do for yourself and your family. Not only can estate planning legally protect your spouse and assets
Canada
2 Aug 2019
8
Powers Of Attorney And Advanced Care Planning: Property
Statistics show many Canadians are living with disabilities and many will have a long-term disability.
Canada
1 Aug 2019
9
Ontario Court Of Appeal Summaries (July 22 – 26, 2019)
Following are this week's summaries of the civil decisions of the Court of Appeal for Ontario.
Canada
1 Aug 2019
10
Can You Disinherit Your Child?
The family landscape is changing with increases in blended families, matrimonial breakdown and cohabiting.
Canada
1 Aug 2019
11
Estate Planning For Privacy
The Supreme Court of Canada may soon be considering the intersection between estate and privacy law as well as the public policy behind the "open court" principle.
Canada
31 Jul 2019
12
The TaxLetter: The Vacation Home - Pitfalls
We are officially into summer vacation (in fact, I'm writing this while on holidays, renting a lovely house on the ocean).
Canada
29 Jul 2019
14
Recent Changes to Pour Over Rules
The British Columbia Court of Appeal has held that a clause in a will directing estate property to be transferred to a trust that was created before death is invalid.
Canada
26 Jul 2019
15
Powers Of Attorney And Advanced Care Planning: Disability
When discussing incapacity planning, it is important to distinguish between a will and a power of attorney.
Canada
26 Jul 2019
16
Estate Planning Preparation – Checklist
"Everything to each other, and if we both go, to the kids". Sound familiar? Estate planning is actually far more complicated than this.
Canada
25 Jul 2019
17
Moving On Up: The Transition To Wealth
The psychology of wealth is emerging as a distinct area of academic study and research.
Canada
25 Jul 2019
18
Outside Marriage, Outside Your Estate? Boilerplate Clauses And Modern Families
One of the most important aspects of estate planning for families is ensuring that everyone who is considered to be part of the family is able to share in the family wealth after death.
Canada
24 Jul 2019
19
Gifts To Adult Children
When a parent gives property to an adult child, the parent confirms the purpose. Was it a gift? Was it given to support the child?
Canada
19 Jul 2019
20
The Fund Library Publishes Samantha Prasad's "Spousal Tax Strategies, Part 2"
If your spouse is in a lower tax bracket than you, several tax strategies may let you take advantage of your spouse's lower tax rate. Last time, I looked at strategies
Canada
19 Jul 2019
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