Financial Advisor, Estate Planning, Insurance, Mortgage Broker and Loan Referral Services.
In this book, experienced Toronto Wills and Estates lawyers, Barry Fish and Les Kotzer, provide insight and strategies to help you plan to avoid inheritance disputes using a plain language, “tell it like it is” approach.
The Family [...]
Many people are under the impression that once they sign their Will, they can put it in their safety deposit box and never think about the subject again. This is a common misconception. As time goes on, changing circumstances make it advisable to conduct revisions to existing Wills.
Although it is not possible to [...]
A while back, a client came into my office and wanted to know whether a will that he had prepared himself was good enough.
The man told me he owned a home, GICs, stocks and various bank accounts scattered across the city. He was a widower with three children and many grandchildren.
I reviewed his will [...]
Step into the world of two Wills lawyers… a world very few get to see. Long time Wills lawyers Les Kotzer and Barry Fish share dozens and dozens of Inheritance related stories.
“Many of these stories have had a permanent impact on us and we believe they will have an impact on you” - Authors Barry [...]
One major decision that must be made by the person making a Will is the choice of one or more persons who are to act in the role of executor (executrix, if female). As a matter of convenience in this article I will be using the term executor. Essentially, your executor is the person appointed [...]
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I have insomnia and it sometimes drives my wife nuts. When I can’t sleep at night like many, I turn to the internet to be my companion in those late hours. Within minutes on my keyboard I usually find myself looking for both information and new ideas that I can bring to my practice and [...]
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Over the years in my capacity as a professor teaching estate planning and as an investment manager appointed to manage investment assets held within both testamentary trusts (created by Wills) and inter-vivos trusts (created during a person’s lifetime), I found that many people know very little about the role a trustee(s) play in administrating of [...]
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Executor and Trustee
Who do you want to appoint to be the Executor and Trustee of your Will?
This is usually your spouse, a reliable family member or a trustworthy friend. If these are not available, you could consider a Trust company or your lawyer. You may also decide to appoint the same person or persons as [...]
1. The Trustee and Executor of the Will divides the property as set out in papragraph 4 (usually it is this number) of the will and transfers the share for the beneficiary of the Henson trust to the Trustee of the Henson Trust. Often this is one and the same person.
2. The Trustee of the [...]
What is expected of a trustee is something that had been considered by the Courts over the years, and is now contained in the Trustee Act, as amended July 1, 1999. The rule has been expressed that the trustee must show ordinary care, skill and prudence, he/she must act as a prudent person of discretion [...]
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Ken
There is an international agreement between Canada and the UK for government benefits. Call Service Canada to discuss your individual ... Karen
I am very sorry to hear that you are out of work due to your disability. You may be able ...
Try to find a mortgage broker who will show you how to pay less taxes, be debt free sooner and ...
I have been off work for over 2 yrs and I will not be able to return due to my ...
As of August 19, 2008, holograph wills are apparently legal in Nova Scotia:
http://www.legalinfo.org/index.php?option=content&task=view&id=114#8
Also, there is no indication ...
It would be helpful to make referance to what happens if the beneficiary designated were to pass away prior to ...
Hi, I was wondering where I could go to get E&O insurance as a insurance broker. 
CAAMP offers the licensing course and once you pass the exam you need to be registered with FSCO by a ...
If a shareholder is active in the business, in lieu of dividends may a fee be paid to the shareholder ...
We are experiencing this problem with my sister and brother who are co-executors for my mother who is 95. ...
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