Tuesday, May 14th, 2013
Spring is (finally) in the air and wedding season is upon us. With that bucolic backdrop, I stumbled upon a timely article Popping the Question: Will You be My Bridesmaid? The article discusses how choosing appropriate bridal party members “can sometimes be a hard task for couples” and how you should ...
Posted in Estate Planning, Executors, Power of Attorney | No Comments »
Thursday, May 2nd, 2013
Let's say the deceased was an employee who held stock options in their employer's company just before they died. As their executor there are tax implications which you should be aware of when filing any tax returns.
The Canada Revenue Agency was asked what an executor needed to report for ...
Posted in Estate Administration, Estate Planning, Wills | No Comments »
Wednesday, April 24th, 2013
A trustee's responsibilities include the task of locating the deceased's assets. Depending on the circumstances the task may be daunting. What happens when you find and what sort of tax relief is there with those worthless old stock certficates and securities?
More often than not the deceased will not ...
Posted in Estate Administration, Estate Planning, Executors, Investments | No Comments »
