Distributing the “stuff”

Friday, February 27th, 2015

I recently listed “improperly dealing with personal effects” as one of the top 10 mistakes executors make. This prompted feedback from a couple of readers who asked me “how should personal effects be dealt with in a Will?”. While there is no one right or best way to deal with personal ...

The Substantial Presence Test

Friday, February 13th, 2015

In the administration of an estate, you may need to determine if the deceased who was a frequent traveller to the U.S. was in fact a U.S. resident, therefore required to make US income tax filings. An individual is considered to be a U.S. resident for any calendar year in which ...

So you own Walt Disney Stocks

Monday, January 19th, 2015

Disney, the embodiment of the American dream, both from the perspective of the success achieved by its founder and the sheer numbers of visitors for whom a Disney vacation is the culmination of their dreams. Acquiring shares of the Disney Empire years ago would undoubtedly have allowed an investor to ...