Archive for the ‘Succession Planning’ Category
Thursday, April 4th, 2013
I have had the pleasure of reconnecting with family that I have not seen in over 35 years. Although I have not kept up with their daily lives nor have been part of their growing up years, there was a bond that I can only describe as ‘family’. ...
Posted in Family Conflict, Power of Attorney, Succession Planning | No Comments »
Thursday, March 28th, 2013
Further to my last blog on RESP's, I want to convey some additional comments and advice on how to protect your RESP (and in some cases rescue it ) from unintended dissolution.
What is it?: a Registered Education Savings Plan or RESP is the property of the ...
Posted in Estate Administration, Estate Litigation, Estate Planning, Executors, Family Conflict, Investments, Succession Planning, Trusts, Wills | No Comments »
Monday, March 25th, 2013
Many of us in the Estates world are also involved in charitable and not for profit work. This week, we decided to use our blog space as a reminder of an annual event that may be of interest to a number of you.
The Canadian Association of Gift Planners (“CAGP”) is ...
Posted in Philanthropy/Charitable Giving, Succession Planning | No Comments »