Jonathan called me because his uncle Peter died. “What rights do I have as a beneficiary under Peter’s will? When do beneficiaries need to get legal advice?” “This is a common question when someone dies,” I said. “Your legal rights depend on if you are named in… Read full article
Are you an estate beneficiary or expect to become one? Then you have to trust executors to deliver your inheritance. And executors, you can’t do your job without understanding your fiduciary duties. Are you waiting to inherit or are you an executor? Here’s what you need to… Read full article
What assets are included for probate purposes? Not all assets must go through probate. If you are married and acting as executor for your spouse, you will be relieved to know this. Certain assets are not included in the probate process: 1. Jointly owned assets like joint… Read full article
What is involved when you probate an estate? Probate is a legal process that certifies who is entitled to control the estate as executor. It also decides who shares in the estate (beneficiaries). Technically, a will is probated and an estate is administered. Most people informally refer… Read full article
I know people are paranoid about probate. If I mention the word probate, some people panic. So let’s have some calm for a minute. I’ll explain some new twists on the subject to save you worry and money. I had an email exchange with Ben, an accountant…. Read full article
Are you a new Ontario estate trustee appointed after January 1st, 2015? Then be prepared for surprises and new probate dangers. You must comply with new estate tax regulations. I’ll explain the new dangers and penalties you face as executor. I’ll simplify the rules to help you… Read full article
Do you want a free preliminary telephone consultation with an estate specialist? I’ll explain how you can benefit from my experience. Here are some FAQs about what you can expect from a free consultation with my office. To schedule a free telephone consultation call 416.769.9800 or toll… Read full article
You’ll have to wait for the answer to this question. The Ontario provincial election results may bring some answers. The public and professionals are in the dark. No one knows what is taxed under Ontario’s new probate tax rules. We are waiting for regulations to enlighten us…. Read full article
Are you planning your estate or running an estate? What do you know about probate? You don’t need to go to graduate school to be an executor/estate trustee. You do, however, need to have an overview of the probate process. What happens to an estate is everyone’s… Read full article
Suddenly you’re an executor. You are asked to prepare an estate inventory. What do you have to do? The first step is to find out what kind of an inventory is required. I’ll give you a sample checklist for an asset inventory. Like all checklists, it only… Read full article
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