will lawyer ottawa

My mother and my step-father have just signed mutual Wills…what does this mean?

will lawyer ottawaMutual wills arise when two parties sign Wills to achieve a particular distribution of their estates and they make an agreement not to change the terms of those Wills without the consent of the other. This agreement is meant to survive the death of the one of the parties. This means that the surviving party cannot change his or her Will to defeat the parties’ original intentions. By way of an example, a couple in a second marriage, each with children from a prior relationship, may agree to sign mutual wills leaving their estates to each other and then equally to all of their combined children upon the death of the survivor.

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stittsville lawyer estate will

Acting as an Executor? What You Need To Know About the Estate Information Return

stittsville lawyer estate willI’m an executor and have been told that I need to file an Estate Information Return. What is that?

An Estate Information Return (EIR) is a government form requiring details about an estate and probate, particularly about the values of the assets of the estate and how these values were obtained. If you are acting as an executor (now called an estate trustee) and have received a Certificate of Appointment of Estate Trustee from the Court, you must file an EIR with Ontario’s Ministry of Finance. It may be filed electronically, by fax or mail, and must be received by the Ministry within 90 calendar days of the Certificate being issued.

I filed the EIR a couple of months ago but just learned that I may have made a mistake on one of the asset values. What should I do?

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estate will lawyer kanata

Scattering of Ashes

estate will lawyer kanataMy mother passed away. I would prefer her remains to be cremated but my brother wants a traditional burial. Who gets to make the final decision?

Unfortunately, what to do with a loved one’s remains is often a contentious issue amoung family members.

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kanata stittsville lawyer will

RRSP Rollover to RDSP…Can it be done?

kanata stittsville lawyer willYes, it is possible for a deceased’s RRSP to rollover to a beneficiary’s RDSP. Let’s start by looking at the tax treatment of RRSPs and RRIFs on death.

Deemed Disposition Upon Death

You may have heard that when a person dies, there is what is called a ‘deemed disposition’ of all of their assets. This means that the deceased’s assets are treated, for tax purposes, as being sold or cashed in immediately prior to death.
When it comes to RRSPs and RRIFs, generally speaking the fair market value of the RRSP/RRIF is included in the deceased’s income for the year of death. It is then taxed as ordinary income at the deceased’s marginal rate. As you can imagine, this often results in a significant tax bill for the deceased’s estate.

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will power of attorney lawyer

I own my home and want it to go to my children from my first marriage when I die but I don’t want my spouse to have to move out right away … can I have it both ways?

will power of attorney lawyerThe good news is, yes, it is possible to achieve both of these estate planning goals. The bad news is that the situation can lead to friction among the parties involved.
In a Will, you can grant an individual (or more than one) a ‘life interest’ in a real property. This may be a specific property or may be drafted more generally to include any property that is being used as a principal residence at the date of your death. A life interest gives the individual (or ‘life tenant’) the right to use and occupy the property for the duration of their lifetime. The Will will go on to specify how the property shall be dealt with upon the death of the life tenant.
We often encounter this type of estate planning in second marriages.

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stittsville will lawyer

Did you know that November is ‘Make A Will’ Month?

stittsville will lawyer
Every capable adult 18 years and older should have a Will!

The Ontario Bar Association has deemed November to be ‘Make a Will’ month. What a fitting way to encourage the roughly half of Canadians who don’t have Wills to see to their estate planning.

My affairs are so simple, I don’t think I really need a Will.

Many are surprised to learn that every capable adult over the age of 18 should have a valid, up-to-date Will. Even if a person has very few assets, most people do have something, whether it be some household goods or digital assets such as a Facebook or Instagram account. Also, everyone is required to file an income tax return every year and the year of death is no exception.

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