When a mirror will may not be right for you
Mirror wills are among the most common choice for married couples getting their estates in order. The technique sees both partners executing their own, almost identical will, each naming the…
Mother intended to gift daughter $1.7m withdrawn from joint account, court finds
Opening a joint account with your child is not a step to be taken lightly. There are undeniably good estate planning reasons for owning property jointly with a beneficiary, since…
Family business issues complicate administration of mother’s estate
There’s nothing that blurs the lines between personal and corporate property quite like a family business. And when the founders die, leaving behind their feuding children, it only complicates matters…
Court splits POA duties between siblings
When it comes to powers of attorney, many hands often make heavy work, especially when siblings are involved. Considering the immense responsibility that comes with an appointment under a POA,…
Court orders $45k costs after resolving ambiguity caused by father outliving son
Testamentary ambiguity can arise at any time. In an ideal world, we would all make our wills on the day we die, so that every one of the choices we…
91-year-old’s brother ousted as POA after misappropriating funds
Don’t let the power (of attorney) go to your head. Unless they’re in the business of wills and estates, appointees under a power of attorney for property are often surprised…
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…
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.…
Beneficiaries duel over dual wills
Drafting one will is hard enough for most people. But for some testators, a secondary will may actually be worth the extra effort. For several decades, Ontario testators have been…
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