Category Archives: Succession and Estate Planning

Print Version Although we live in a world of extraordinary medical advances, there is still a very real possibility that you may, as a result of disease or accident, become incapable of managing the every day aspects of your life … Continue reading →

Print version All of us like to save taxes. Most of us set up our wills to give all or a substantial portion of our estate to our children (after appropriate provision for our spouse). Except for exceptionally large estates, … Continue reading →

The cost of a home is beyond the means of many young couples, and often parents want to help out with some financial contribution to the purchase. This is the point at which things can go seriously astray Continue reading →

Print Version The “Hot Buttons” and How to Avoid Them Many people consider it a right to dispose of the assets that they have accumulated over their lifetime as they see fit.  However, the freedom to make testamentary choices is … Continue reading →

Print Version I have just finished reading an article about “Wills Challenges: The Hot Buttons” by my colleague, Natalie Schernitzki. It reminded me that during my 30 years at the bar, I have had orchestra seats (and sometime the director’s … Continue reading →

Print Version A Short Guide to the Role and Legal Responsibilities of an Attorney For Property Introduction The purpose of this article is to explain the role of an Attorney for Property and to outline his or her obligations to … Continue reading →

Print Version Estate Planning and Asset Protection As the economic outlook becomes increasingly gloomy in 2009, many are looking to arrange their estates to protect their key assets from potential creditors.  Conversely, with real estate and other markets in a … Continue reading →

Print Version “Globalization” of the Beneficiaries I first started practicing law in 1980.  My recollection is that was an era when it was unusual for there to be non-resident beneficiaries of an estate. Times have changed, and it seems that … Continue reading →

Print Version Introduction An article in the Financial Post (Heather Burke; February 12, 2005) reported on a survey by a leasing US financial planning firm which showed that 16% of Americans with more than $1 million in assets did not … Continue reading →