All About Estates

Month: August 2022

Total 8 Posts

A new place to call home……

One of the hardest things that an adult child caregiver has to deal with, is placement of a parent; specifically, a parent with advancing dementia.  There is no roadmap and every situation is unique however there are common threads that we see on a daily basis.  We know that if…

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What If… Black Panther Made a Will? – Lessons in Ensuring Your Common-Law Spouse Inherits if You Die Without a Will

Today’s blog was written by Jessica Butler, Law Clerk at Fasken LLP. Chadwick Boseman’s death came as a surprise to the world when he passed away in August 2020, at age 43 from colon cancer.  Chadwick was best known for his role in Black Panther – the first superhero movie…

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How to Get an Estate’s Bank Records (and why you need them)

This blog was written by Holly LeValliant Bank records may be key evidence in estate litigation cases.  They can be the crux of a case where undue influence, financial mismanagement, or a history of dependant’s support are alleged. The bank may be the only practical source of information that would allow…

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Who is a “Spouse”?

A ‘Playboy’ Millionaire’s Legacy The estate litigation of dismembered multi-millionaire Gang Yuan has once again made headlines. Last Friday, the British Columbia Court of Appeal denied leave to appeal by one of five mothers to his children who sought to establish that she was a “spouse” to Mr. Yuan. Mr….

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YES YOU REALLY DO NEED A POWER OF ATTORNEY……

My colleague’s blog on August 5 was titled: “Do I Really Need A Power of Attorney?” Let me add my loud response of  ‘YES YOU DO’ because if you don’t, your wishes of how you want to live your life, will likely not be heard.  This is the reality for…

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Do I really need a Power of Attorney?

Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken LLP Simply put, yes. A Power of Attorney, whether it be for your physical property or for your health care needs, can be an invaluable document that should be part of an estate plan. Clients can be so caught…

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DEATH OF A DESIGNATED BENEFICIARY

This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management *Note: This post was written by a Saskatchewan planner with a focus on common law. It is important to seek guidance in your own province to ensure your plan…

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Disability Tax Credit – 2021 Federal budget proposals – now law

The 2021 Federal budget[1] announced proposed changes to the Disability Tax Credit (DTC) to broaden its scope and provide more clarity.  These proposed legislative changes are now law with an effective date of January 1, 2021[2]. The Disability Tax Credit A taxpayer has access to the DTC when Canada Revenue…

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