Allison was retired and 64 when she passed away in Ontario. She thought she was too young to need a will. She died without a will leaving a sister, Joy, in California and her brother in British Columbia. They wanted to administer Allison’s affairs. But they had no…
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Albert didn’t bother talking to a lawyer. He was executor of his uncle’s estate. He didn’t realize the size of the estate’s tax liabilities. Uncle’s RRSPs were transferred directly to his designated beneficiaries. Unknown to Albert, those assets carried income tax liabilities. Albert’s uncle left his $100,000…
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I help Ontario executors avoid and resolve estate problems. I am starting a new series for my Learning Center to offer you valuable information. Every estate is different. Each executor will face different estate problems. You may deal with: disgruntled beneficiaries dad’s new wife business creditors mom’s new common law friend houses with hoarders legal challenges Estate assets may disappear…
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It happens after every weekend. On Mondays, my office gets calls from people asking about probate. It usually goes like this: “I’m calling for a friend who is an executor. She wants to know how much you charge to probate an estate.” Sometimes the friend is really…
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Kathy had always been told she would be her aunt’s Ontario estate trustee or executor. Kathy was too shy to ask where her aunt’s original will was stored. Then Kathy got a nasty Boxing Day surprise. Suddenly, her aunt passed away and Kathy could not locate the…
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The Law Society of Ontario has an important notice to the public about investment schemes.
Regrettably, someone has been impersonating me. They have copied my website and changed all contact information. They are sending faxes and emails claiming to be me. Correspondence about money that you receive is not from my office. This is a phishing attempt by scammers for improper purposes….
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My last post gave you tips on handling Ontario estates if there is no will. These are intestate estates. Guess who shares when there is an intestacy? What you learn may encourage you to sign your will. Here is a Simple Example of an Intestate Distribution: When…
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The simple answer is that you need court authority to handle this estate. Without a will that names an executor, no one can control the estate. You must wait until a court appoints an estate trustee without a will. Here are some steps to save you time…
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Everyone has an estate horror story to tell. And each estate is different. That is why executors can’t rely on checklists to protect themselves. I am starting a new series about the dangers Ontario Executors must be aware of to avoid trouble. Here is the second in…
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