POWERS OF ATTORNEY AND ALTER EGO TRUSTS

Tuesday, September 16th, 2014

My fellow bloggers and I have written in the past about the ins and outs of legitimate probate fee avoidance arrangements available to a testator. These arrangements include an intervivos transfer of assets such as alter-ego trusts. Care and advice must be taken to ensure that the transfer of assets ...

Conversations Matter- Advanced Care Planning- Alberta Style

Monday, May 5th, 2014

Last week I had the pleasure of attending the Conference Board of Canada’s Council on Healthy Aging conference called “Healthy Aging: The Importance of Financial Care for Canadians”. It was a wonderful event which brought together experts from across the country to talk about issues and trends. One of ...

The Survey Says and “Walmart Wills”

Thursday, May 1st, 2014

My colleague and fellow blogger, Paul Fensom, recently discussed a Scotiabank poll which found that about 50% of Canadians have a Will in place and only 33% have prepared a Power of Attorney (POA) for Property. Eight percent of those polled said they did not know what a Power of ...