Estate Planning

Total 1089 Posts

Save the Cheerleader

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust    The most famous sentence of Hayden Panettiere’s career was an instruction to protect a girl. Save the cheerleader, save the world. She was the cheerleader, Claire Bennet, and what protecting her actually looked like over four seasons of Heroes was not the heroics you would expect. It was a middle-aged man in horn-rimmed glasses, not her biological father,….

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Estate Planning, Guardianship

Does Donor Recognition Create Obligations?

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Is a donor obliged to provide ongoing support to a charity after a building or facility is named in their honour?  The legal answer is “no”.  Naming, however, may stir up complex feelings of ownership and hope, which often lead to misunderstandings — even after the donor is dead. There are legal, practical, and human issues to consider. Legal Limitations Donations must be freely given and are not contractually binding,….

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Estate Planning, Philanthropy/Charitable Giving

When a power of attorney is not enough: planning for the realities of ageing and capacity

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What does it take for a power of attorney to work when a family actually needs it? Early listeners to SMART AGEING, SMART ESTATES told us they valued the combination of ageing and estate expertise, the client-friendly discussion, and the stories and examples that brought the issues to life. That combination of a smart ageing and estates approach is important because powers of attorney raise both legal and practical questions…..

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Estate Planning, Podcast, Smart Ageing

Buying Property Abroad? Consider these Estate Planning Issues First

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This blog has been written by Pritika Deepak, Associate at Fasken LLP Many Canadians dream of owning property abroad and many already do. Whether it is a winter retreat in Florida, a villa in France, or a retirement home in Costa Rica, purchasing foreign real estate can be an exciting milestone. However, foreign property often introduces estate planning considerations that are overlooked until it is too late. Before completing the….

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Estate Administration, Estate Administration and Probate Applications, Estate Planning, International, Power of Attorney, Probate Tax, Property, Real Estate, Succession Planning, Tax Issues, Testamentary Capacity, Uncategorized, Wills

Corporate Financial Statements: An Overlooked Estate Planning Tool

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For many business owners, the corporation is often the largest asset in the family’s estate and the key asset to their succession plan. For estate planners, the discussion often focuses on a review of Wills, Powers of Attorney, shared ownership, and family objectives while the corporation’s financial statements receive only limited attention, if any at all, which may lead to missed opportunities. A careful review of a corporation’s financial statements….

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Business Succession Planning, Estate Planning, Investments, Small Business, Succession Planning, Tax Issues

The Will That Almost Was: When an Unsigned Will Creates Chaos

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust    Most of us have a mental image of what a Will looks like. It is signed at the bottom, witnessed, maybe bound in a blue backing. It sits in a filing cabinet or a safe deposit box, and when the time comes, someone pulls it out and follows the instructions. Clean. Final. Done. But what happens when there….

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Estate Litigation, Estate Planning, Wills
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