HomeBuyer.ca
Homepage Associated Sites Newsletter Our Books Contact Us Site Map
www.estateplanning.ca s
ESTATEPLANNING.CA
Learn Strategies to Preserve Your Wealth, Provide Peace of Mind,
and Avoid the Pitfalls When Will and Estate Planning in Canada
s
 
ARTICLES
WORKSHEETS
a Checklists (9)
a Charts (3)
a Forms (1)
HELPFUL INFO
OUR SERVICES
s Consulting
s Seminars
s Media Interviews
s Education
ABOUT US
s About US
s Our Books
s Clients
s Testimonials
s Douglas Gray, B.A., LL.B.
s Services Provided
s Associated Sites
DOUGLAS GRAY, B.A., LL.B.
s Douglas Gray, B.A., LL.B.
ASSOCIATED SITES
WHISTLER CHALET
s Whistler Chalet
 

Visit

Articles

RESPONSIBILITIES OF THE EXECUTOR/ADMINISTRATOR

There are numerous duties that an executor or an administrator has to perform. It can be an onerous task, requiring time, skill, commitment and human relations ability. It is important to have an understanding of how the probate process works. It is relevant whether you are considering selecting an executor or have been asked to […]

Read Full Story

UNDERSTANDING THE LIVING WILL

A “living will” is designed for those who are concerned with the quality of life when death is near. It is a written statement of your wishes to the people who are most likely to have control over your care, such as your family and your doctor. In order to ensure that your wishes are […]

Read Full Story

STAGES OF ESTATE PLANNING

Estate planning refers to the process required to transfer and preserve your wealth in an orderly and effective manner, and a properly drafted will is the foundation of a strategic estate plan. From a tax perspective, your estate planning objectives include: minimizing and deferring tax on your estate minimizing taxes on your death so that […]

Read Full Story

WHAT ARE TRUSTS AND HOW COULD THEY BENEFIT YOU?

You have probably heard of the concept of trusts. Sometimes they are referred to as family trusts, private trusts or corporate trusts. You have probably also heard of offshore trusts or international trusts. Generally there is a mystique about trusts, and a lot of unnecessary confusion about what they are, and when they should be […]

Read Full Story

REDUCING PROBATE FEES

Assets of your estate that are passed on through your will and go through the probate process are subject to probate fees. Some provinces have a ceiling, and some don’t, so check with a lawyer or trust company in your community as to the current status in your province. When an executor asks the court […]

Read Full Story

MAKE SURE YOU HAVE A WILL

Over the course of your life you will sign many documents, but your will is one of the most important document you will ever sign. With very few exceptions, everybody should have a will. It is the only legal document that can ensure that your assets will be distributed to the beneficiaries of your choice, […]

Read Full Story

BENEFITS OF USING A TRUST COMPANY AS EXECUTOR

Have you reviewed who you want to have as the executor of your estate on your death–in other words, who makes sure that your wishes in your will are fully met? This choice could be one of the most important decisions you make. Many people prefer to name a trust company as the executor of […]

Read Full Story

“TOP 10” PITFALLS TO AVOID IN WILL AND ESTATE PLANNING

1. Not Updating your Will. Many people do up a will and forget about updating it. So much can change in terms of your circumstances, assets, beneficiaries and wishes that you need to review your will on an annual basis at a set time, eg. your birthday, the first of the new year or some […]

Read Full Story

 

    back to top >>
FREE NEWSLETTER s
» Homepage  » About Us  » Clients  » Testimonials  » Education  » Disclaimer  » Privacy Policy
Vancouver Web Design by Medora Copyright  © 2024 Canadian Retirement Education Group Inc. All Rights Reserved.