You’ve already beaten the odds — now make sure your fortune doesn’t roll the dice without you. Over the years, I’ve had the privilege of helping lottery winners turn sudden wealth into lasting legacies. Here are six key considerations to keep in mind from an estate planning perspective: Assemble…
Tag: gifts
Total 5 Posts
Earlier this year, my colleague Justin de Vries blogged about the post-mortem release of dueling love letters from T.S. Eliot and his friend/inamorata Emily Hale. However, there is now a happier news story regarding the impact of Mr. Eliot from beyond the grave. The Bronte Parsonage, in England, is a…
This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust “A jealous son sues his desirous and spoiled younger brother and his beleaguered and over-his-head uncle about the spoils of the estate of his late mother.” Working in the area of estate planning and estate administration offers a…
Life insurance is an effective way to make a significant future donation, but the unfortunate reality is that charitable policies have a high lapse rate. Thousands of policies have been donated since 1979 when the Canada Revenue Agency allowed premiums to be receipted. Sadly too few pay out to fund…
A review of abatement and how it can affect estate planning.