All About Estates

Elaine Blades

Total 39 Posts

Financial Abuse of Elders – The Role of the Police

While many of us our familiar with the general dynamics of the financial abuse of elders, and, may in fact have engaged in planning in an effort to thwart such abuse or in litigation resulting from such abuse, most “estate professionals” are much less familiar with the role law enforcement plays with respect to the issue.

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Coping with the family in family business succession planning

“More than 50%” is the oft quoted statistic for the percentage of Canadians who do not have a valid Will. According the BDO Dunwoody/Compass Report on Canadian Family Business, a staggering 78% of business owners do not have a succession strategy for their business in place. The same report showed…

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Informing Charities About Bequests

Only 1 out of 10 donors inform the charities they have named in their will about the pending bequest.  Why are donors so reticent to tell charitable beneficiaries about their estate plans?  This reluctance often gets in the way of prudent planning and a satisfying philanthropic experience. Clients have many…

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Integrated Estate Planning

“The collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacity or death” – www.investopedia.com; “The process of preparing one’s assets for one’s death”- www.thefreedictionary.com; Whatever definition you prefer…

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