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Keyword: Wills

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The strategy, which is applicable only in Ontario, uses a primary will that must go through the court system, where estate administration taxes will be applied, and a secondary will that does not have to go through the courts

For a successful wealth transfer, people need to let their heirs know about their intentions

Lack of will or power of attorney opens doors to legal complications

  • By: IE Staff
  • May 7, 2012 May 7, 2012
  • 13:15

Make conversations about issues such as wills and POAs routine

Impending changes to Alberta’s wills and estates legislation should raise some red flags with financial advisors who deal with estate planning, some lawyers there say.

  • By: Olivia Li
  • December 19, 2011 February 2, 2019
  • 15:32

There are different tax implications for both courses of action, but the decision depends primarily on your client’s choice

Addressing key issues can ease a difficult and emotional situation

Canadian courts are setting limits when it comes to disinheiriting family members

No one wants to think the unthinkable when planning a trip abroad. But your boomer and snowbird clients should face the possibility that they could die while they are outside Canada, particularly if they are looking for retirement properties in tropical regions or already spending a significant portion of each year in the U.S. or […]

Before clients leave Canada, they’ll need to ensure that wills and powers of attorney are up to date.> WILLS. Of course, your client already has a valid Canadian will. It is valid for property outside Canada, so if the client has a vacation home elsewhere, there is no need to draw up a second will […]