Mother lives to regret joint tenancy with child
Entering joint tenancy with a child is a common estate planning strategy, but many parents come to regret it long before they die. There are certainly good reasons for owning…
Gift to non-existent charity sends man’s estate to court
Simple errors in your will can land your estate with an unwanted date in court, as a recent Nunavut case shows. While inaccuracies such as a misidentified beneficiary or misspelled…
The perils of putting off your will-making
When it comes to estate planning, a little glimpse of your own mortality can be a powerful thing. For many people, a driving near-miss or a health scare can be…
Rogue executor jailed for contempt
Compliance with court orders is not optional, as one jailed executor recently discovered. The choice of executor – also known as the estate trustee – to administer your estate is…
Don’t let your kids count on an inheritance that will never come
Counting on an inheritance is a risky business. In a recent Money.ca article, the personal finance outlet spoke with a 70-year-old Nova Scotian who had based her retirement plans around…
Don’t leave your will to ‘trust’
Testators who “trust” their heirs to take certain actions are taking a big chance. Many people use their will to express their hopes and desires about what will happen to…
Bare trusts are now subject to CRA’s reporting rules
The era of the reportable bare trust has begun. After a series of false starts, the Canada Revenue Agency has confirmed that bare trusts with a 2026 year-end will finally…
Man jailed for POA abuse of common-law partner
Abuse of a POA could cost the perpetrator much more than money – it could also cost them their freedom. In a recent criminal case, Ontario Superior Court Justice Graeme…
Bare trusts exempted from reporting rules…for now
Bare trusts are getting one last reporting reprieve. The Canada Revenue Agency’s recent announcement that it did not expect bare trusts to comply with its general trust reporting requirements for…
Woman ordered to pay legal costs of $27k in fight over mother’s $27k estate
When your legal fees are the same size as the entire estate you’re fighting over, you know something has gone wrong. One of the enduring and recurring lessons that I…
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