Archive for the ‘Estate Planning’ Category

Did you hear the one about the waiter?

Thursday, March 26th, 2015

A recent Maclean's magazine cover story by Charlie Gillis - The Waiting Game - paints a rather sad view of the pending "great wealth transfer".  The sensationalistic cover line "Hurry Up and Die, Already" provides a less-than-subtle clue about the article's  theme.  With a number of juicy quotes from GTA estates ...

DECEASED RRSP TRANSFER TO SPOUSE: ESTATE TAX NOT AVOIDED ON A TECHNICALITY

Tuesday, March 24th, 2015

A couple of years ago, a fellow blogger wrote about the tax reporting and liability technicalities surrounding the transfer of RRSP’s on death to a spouse. As he wrote, the general rule is that upon death, the annuitant is deemed to have received the fair market value of the assets in ...

FREEDOM OF TESTAMENTARY DISPOSITION V. THE UNWORTHY HEIR

Monday, March 23rd, 2015

In the past year we have had some fairly significant developments in the manner in which public policy is seen to have a role in circumscribing the private conduct related to testamentary disposition. Several of my All About Estates Blog colleagues have written on this topic. Other esteemed colleagues in ...