howtoinvestonline.blogspot.com
HowtoInvestOnline: Taxes 2015: Links & Resources for Canadians Filing 2014 Income Tax Return
http://howtoinvestonline.blogspot.com/2015/01/taxes-2015-links-resources-for.html
Friday, 23 January 2015. Taxes 2015: Links and Resources for Canadians Filing 2014 Income Tax Return. Tax season is starting. The Canada Revenue Agency will soon open up the NETFILE. With forms, bulletins, guides, helpful videos like a primer. On the filing process. Info on tax credits and deductions. And what is new in 2014. To keep in mind when preparing a return, instructions on NETFILE. To submit a return electronically with list of approved software; good search tools, FAQs and topic directories.
thebluntbeancounter.com
The Blunt Bean Counter: Is it Morbid or Realistic to Plan for an Inheritance?
http://www.thebluntbeancounter.com/2012/02/is-it-morbid-or-realistic-to-plan-for.html
Monday, February 27, 2012. Is it Morbid or Realistic to Plan for an Inheritance? I have written several blog posts on estate planning and inheritances, including “ Taking it to the Grave. 8221; a blog I wrote for the Canadian Capitalist. In which I discuss whether parents should distribute future inheritances in part or in whole while they are alive and “ How your Family Dynamic can affect your Estate Planning”. To add some perspective to this issue, it is interesting to note that a recent survey. Many a...
thebluntbeancounter.com
The Blunt Bean Counter: Where Are The Assets
http://www.thebluntbeancounter.com/2011/02/where-are-assets.html
Tuesday, February 1, 2011. Where Are The Assets. If you died tomorrow, would your family and advisors know where your assets are and what assets you owned? I would suggest the answer in 50% or more cases would be a resounding no. Whether you are just negligent or lazy, your actions are selfish and you should immediately take steps to rectify the situation. Here is a link to a basic personal information checklist. Fore Means Golfer Beware. I have often wondered what happens if you hit someone on a golf co...
erassure.com
Estate Administration Resources
http://www.erassure.com/executor-resources
Here are some additional resources to help you with the process of Estate Planning and Estate Administration. A person or organization entitled to benefit under the Will. Bequest, Legacy or Devise. A disposition of personal property under the terms of the Will. An addition or amendment to a Will. Includes everything owned by a person who has died. The person appointed by the court to handle the affairs of the deceased. Executor, Executrix, Estate Trustee. Describes someone who dies without leaving a Will.
yourestatemattersblog.ca
Your Estate Matters Blog | Estate Litigation, Wills and Trusts | Clark Wilson LLP
http://yourestatemattersblog.ca/page/2
Your Estate Matters Blog. Published by the Wealth Preservation Group at. Physician-Assisted Death Bill C-14. April 18th, 2016. On April 14, 2016, the government introduced Bill C-14. That would legalize medical assistance in dying if it comes into force. Carter v. Canada (Attorney General). Bill C-14 does not go that far. The key is found in the proposed s. 241.2(2)(d), where the eligibility criterion of having a grievous and irremediable medical condition is defined. C) that illness, disease or disabili...
yourestatemattersblog.ca
Does the Court Have Power to Cure a Defective Will? - Your Estate Matters Blog
http://yourestatemattersblog.ca/does-the-court-have-power-to-cure-a-defective-will
Your Estate Matters Blog. Published by the Wealth Preservation Group at. Does the Court Have Power to Cure a Defective Will? July 3rd, 2015. Wills, Estates and Succession Act. Implements a variety of changes. One of the most significant changes is to empower the Court to order that a record, document, writing, or marking on a Will or document is fully effective as a Will even though the formal requirements for the format and execution of the Will have not been met. The Template was signed by two witnesse...
yourestatemattersblog.ca
Your Estate Matters Blog | Estate Litigation, Wills and Trusts | Clark Wilson LLP
http://yourestatemattersblog.ca/page/5
Your Estate Matters Blog. Published by the Wealth Preservation Group at. August 25th, 2015. If you are acting as an executor, it is important to remember the even-hand rule: unless the Will says otherwise, the executor must treat all of the beneficiaries equally (i.e. with an even hand). Flaska Estate, Re. The even-hand rule arises in other situations as well. Therefore, an executor (or other trustee for that matter) must remain cognizant of the rule. Posted in Estate Administration. August 17th, 2015.
yourestatemattersblog.ca
Your Estate Matters Blog | Estate Litigation, Wills and Trusts | Clark Wilson LLP
http://yourestatemattersblog.ca/page/57
Your Estate Matters Blog. Published by the Wealth Preservation Group at. How far can a Court go to rectify a mistake in a Will? May 10th, 2012. What happens if after your death it is discovered that your will does not properly express your intentions? This was the issue in. The court had to consider whether there was a mistake in the will, and if so, whether the equitable remedy of rectification would allow the court to correct the error. Posted in Estate Litigation. May 8th, 2012. May 4th, 2012. The exe...
yourestatemattersblog.ca
Your Estate Matters Blog | Estate Litigation, Wills and Trusts | Clark Wilson LLP
http://yourestatemattersblog.ca/page/4
Your Estate Matters Blog. Published by the Wealth Preservation Group at. What does an entrepreneur need to know about making a charitable donation? November 2nd, 2015. Gifts of Private Companies and Real Estate. Entrepreneurs create much wealth in Canada with their businesses and real estate holdings. These dedicated owners are often also very committed to charitable giving. They seek to pass on their community, not diminished, but better than it was passed on to them. The foundation can hold the gift in...
yourestatemattersblog.ca
Your Estate Matters Blog | Estate Litigation, Wills and Trusts | Clark Wilson LLP
http://yourestatemattersblog.ca/page/6
Your Estate Matters Blog. Published by the Wealth Preservation Group at. Vested versus Contingent Interests. July 8th, 2015. Courts have guidelines for interpreting ambiguous provisions in contracts, Wills, and other documents. With respect to Wills, where the will-maker’s Will contains clauses that can either be interpreted as:. Giving an interest that is vested (owned by the beneficiary at the will-maker’s death); or. Fargey v. Fargey. Saunders v. Vautier. 1841) 41 ER 482 [. According to the terms of t...
