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Searching Content indexed under Family and Matrimonial by Susannah Roth ordered by Published Date Descending.
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1
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
2
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
3
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
4
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
5
The True Role Of The Trusted Advisor
Much has been written in recent years about the role of the "trusted advisor".
Canada
13 Jun 2019
6
Cross-Border Estate Administration: The Two-Country Connection
When a deceased person has cross-border connections to the United States (U.S.) and Ontario or any province or territory in Canada, many issues can arise which can complicate the administration of their estate.
Canada
29 May 2019
7
Cross-Border Estate Administration: The U.S.-Ontario Mix
As noted in our previous articles, issues arising in cross-border Canada-U.S. estate administration are most helpfully discussed in two parts: ...
Canada
29 May 2019
8
Planning With Multiple Wills
Advisors with clients who have assets in Ontario should be aware of local probate-fee minimisation strategies.
Canada
28 May 2019
9
Forced Heirship vs Mandatory Succession Rights - It's All In Your Perspective
In Canada, succession rights are often discussed in the framework of testamentary freedom - see for example our previous blog regarding testamentary freedom which discusses disinheriting
Canada
9 May 2019
10
A Happy Ending For Basket Clauses
Many people who live or have assets in Ontario are concerned about the amount of Estate Administration Tax (probate fees or "EAT") that will be payable on their death given the high rate of approximately 1.5% of the value of estate assets.
Canada
14 Mar 2019
11
Multijurisdictional And Separate Situs Estate Planning: Wills
Our clients are increasingly mobile and often have connections to multiple jurisdictions.
Canada
27 Feb 2019
12
Multijurisdictional And Separate Situs Estate Planning: The Details
Owning property in another jurisdiction often means more complexity, and those who do should have a co-ordinated and comprehensive estate plan to deal with their multijurisdictional lives in order to avoid often hidden pitfalls.
Canada
27 Feb 2019
13
Multijurisdictional And Separate Situs Estate Planning
Our clients are increasingly mobile and often have connections to multiple jurisdictions. This mobility often entails property ownership in a foreign jurisdiction —
Canada
27 Feb 2019
14
Unknown Unknowns: Pension Rights And Estate Planning
While it is less common these days for employment benefits to include a pension, many individuals still do have either a pension (not including the Canada Pension Plan,
Canada
30 Nov 2018
15
Simplicity vs. Oversimplicity In Estate Planning
Often people who are doing their estate planning have one overriding goal in mind: keep it simple.
Canada
19 Oct 2018
16
Cross-Border Estate Administration: The U.S.- Ontario Mix
Canadian income tax complications arising for U.S. estates are discussed more fully in our fifth article in this series.
Canada
25 Sep 2018
17
Cross-Border Estate Administration: It's Complicated
When an individual dies, many issues can arise in the administration of their estate. This is true no matter the nature of their assets, their net worth, or their personal situation.
Canada
5 Sep 2018
18
Critical Dates In Estate Administration: What You Need To Know
When a loved one passes away, whether it is expected or not, their death begins not only the process of grieving by those left behind, but also the process of dealing with what the deceased family member has left behind
Canada
30 Aug 2018
19
Planning For Succession Of A Cottage Or Vacation Home: Matrimonial Issues
Owners of cottages or vacation homes often have concerns and worries hen it comes to succession issues. Alleviating or minimizing these concerns requires a review of three main types...
Canada
5 Jul 2018
20
Planning For Succession Of A Cottage Or Vacation Home: Getting Personal
For those who own a cottage or vacation home, who will inherit the property and how and when it will be inherited become serious concerns and are often worrisome.
Canada
5 Jul 2018
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