Widow defeats CRA in fight over husband’s $100k RRSP
An Alberta widow has scored a big win for taxpayers and estate planners across the country after fighting off a claim by the Canada Revenue Agency against her deceased husband’s…
Obstructive sister removed as co-executor of father’s estate
Nothing stirs up old sibling rivalries like the death of a parent. In my line of work, it’s not uncommon to see brothers and sisters in their 50s and 60s…
4 reasons parents should stop procrastinating on making a will
As the cost-of-living crisis continues, Canadians are finding it easier than ever to procrastinate on making a will. Parents and their children struggling with higher rents and rising inflation understandably…
Death binders: the latest estate planning trend
Death binders are in style in estate planning and this is one trend I can definitely get behind. The idea is for the binder to serve as a kind of…
‘Wishing’ for will-drafting clarity
Testators should take care when “wishing” for certain outcomes in their will. As the sister of a deceased Thunder Bay man recently discovered, not every wish, hope, desire or other…
Husband’s estate ordered to return $5.4m taken from wife via POA
Breach your marital duties and you could end up in trouble with your spouse, but breach your fiduciary duties under a power of attorney and a court could get involved.…
Bare trust reporting rules in flux
Bare trusts are getting a reporting reprieve. Beneficiaries of this common form of trust (and their lawyers) will be breathing a sigh of relief after the Canada Revenue Agency announced…
Sibling rivalry lands mother’s estate in court
Independence is a virtue when it comes to administering an estate. Considering the heavy weight of responsibility that comes with the job of executor, it’s understandable that testators reach out…
Digital asset controversy outrages online gamers
Users of a popular gaming platform are getting an introduction to the complex world of estates law and digital assets after discovering that they may not be able to pass…
Check title to avoid estate administration surprises
Performing a title search on your property as part of your estate plan could save your heirs both money and hassle. Title searches are more commonly performed as part of…
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