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Read more about the article Widow defeats CRA in fight over husband’s $100k RRSP

Widow defeats CRA in fight over husband’s $100k RRSP

  • Post author:Lisa Laredo
  • Post published:April 27, 2025
  • Post category:Drafting a Will/Wills & Estates

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…

Continue ReadingWidow defeats CRA in fight over husband’s $100k RRSP
Read more about the article Obstructive sister removed as co-executor of father’s estate

Obstructive sister removed as co-executor of father’s estate

  • Post author:Lisa Laredo
  • Post published:April 20, 2025
  • Post category:Wills & Estates/Drafting a Will

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…

Continue ReadingObstructive sister removed as co-executor of father’s estate
Read more about the article Husband’s estate ordered to return $5.4m taken from wife via POA

Husband’s estate ordered to return $5.4m taken from wife via POA

  • Post author:Lisa Laredo
  • Post published:February 4, 2025
  • Post category:Power of Attorney/Wills & Estates

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.…

Continue ReadingHusband’s estate ordered to return $5.4m taken from wife via POA
Read more about the article Beneficiaries duel over dual wills

Beneficiaries duel over dual wills

  • Post author:Lisa Laredo
  • Post published:October 17, 2024
  • Post category:Wills & Estates/Drafting a Will

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…

Continue ReadingBeneficiaries duel over dual wills
Read more about the article Will-making and wellness

Will-making and wellness

  • Post author:Lisa Laredo
  • Post published:September 12, 2024
  • Post category:Wills & Estates/Drafting a Will

Making a will is good for your mental health as well as your financial health. I get why so many people push estate planning to the back of their priority…

Continue ReadingWill-making and wellness
Read more about the article Litigation over lost will depletes ‘very modest’ estate

Litigation over lost will depletes ‘very modest’ estate

  • Post author:Lisa Laredo
  • Post published:August 30, 2024
  • Post category:Wills & Estates/Drafting a Will

If you think losing your keys is frustrating, spare a thought for the children of an Ontario woman who are still fighting over their mother’s missing will, years after her death.  …

Continue ReadingLitigation over lost will depletes ‘very modest’ estate
Read more about the article Judge imposes ‘moral’ duty on estate to support deceased’s estranged son

Judge imposes ‘moral’ duty on estate to support deceased’s estranged son

  • Post author:Lisa Laredo
  • Post published:August 22, 2024
  • Post category:Wills & Estates/Estate Administration

An estate’s legal obligations are not the end of the story when it comes to supporting the deceased’s surviving children.   As a recent decision demonstrates, Ontario judges can enforce a parent’s…

Continue ReadingJudge imposes ‘moral’ duty on estate to support deceased’s estranged son
Read more about the article Bank forms fail to eliminate joint account confusion

Bank forms fail to eliminate joint account confusion

  • Post author:Lisa Laredo
  • Post published:August 21, 2024
  • Post category:Wills & Estates/Estate Administration

Bank forms fail to eliminate joint account confusion   By Lisa Laredo, principal at Laredo Law.  Joint bank accounts between parents and their children are often a recipe for estate litigation.  …

Continue ReadingBank forms fail to eliminate joint account confusion
Read more about the article POA must reimburse estate for $320k in unauthorized withdrawals

POA must reimburse estate for $320k in unauthorized withdrawals

  • Post author:Lisa Laredo
  • Post published:August 17, 2024
  • Post category:Wills & Estates

For those acting under a power of attorney for property, one duty stands above all others: the fiduciary duty.   Attorneys for property are granted extraordinary power under Ontario’s Substitute Decisions Act.…

Continue ReadingPOA must reimburse estate for $320k in unauthorized withdrawals
Read more about the article Court validates notebook entry as a will

Court validates notebook entry as a will

  • Post author:Lisa Laredo
  • Post published:August 3, 2024
  • Post category:Wills & Estates/Drafting a Will

Can a notebook entry be considered a will?   In Ontario, the answer is “yes,” as a recent decision demonstrates. But it’s not an example you should follow if you want…

Continue ReadingCourt validates notebook entry as a will
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Recent Posts

  • Widow defeats CRA in fight over husband’s $100k RRSP
  • Obstructive sister removed as co-executor of father’s estate
  • 4 reasons parents should stop procrastinating on making a will
  • Death binders: the latest estate planning trend
  • ‘Wishing’ for will-drafting clarity

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Widow defeats CRA in fight over husband’s $100k RRSP

Obstructive sister removed as co-executor of father’s estate

4 reasons parents should stop procrastinating on making a will

Death binders: the latest estate planning trend

‘Wishing’ for will-drafting clarity

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Site by Kosmic