Category: Inheritance

Helping Your Parents Make a Will

“It’s important.” Jeremy said to his boss. “I need to take the afternoon off to take my 83-year-old father to see a lawyer to make his will.” When you take a person to a lawyer’s office, you need to understand the legal protocol. Even if you are…
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Your Estate Planning To-Do List

Get tips for your own estate planning to-do list this Sunday, June 5, 2011, 9 a.m. – 10 a.m. EST. Tune in to Zoomer Radio AM 740. Join me on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. We will discuss what…
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Tips on Growing Your Estate

Listen in this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, May 8, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. I will discuss basic tips and tricks on growing…
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Common-law Spouses – Unjustly Enriched?

Let me describe what the Kerr v Baranow case means for common-law spouses. Common-law spouses do not get property rights unless they make a claim, or are provided for adequately in an estate plan. Common-law spouses must sue their partners’ estate and make a claim for unjust…
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Does Your Will Provide for Your Common-law Spouse?

Did your will give any property or support to your common-law spouse? You can expect lawyers to challenge your estate plan if that amount is inadequate. That’s the point I made during a recent call-in program on Wayne Baxter’s Right On the Money show for Zoomer radio,…
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Common-law Spouses – New Dangers Discovered

Canada’s Supreme Court has issued a wake-up call for common-law spouses. The law has changed based on decisions released February 2011. If you are a common-law spouse, you may not realize it but you have no legislative rights to inherit property in Ontario. In Kerr v. Baranow,…
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