Legal Articles & News

A few ‘what ifs’ for the 20-something single set to consider – StarPhoenix

A few 'what ifs' for the 20-something single set to considerStarPhoenixIf you designate an individual as your pension beneficiary then you reduce estate fees when your pension plan account is paid to that person. Note that the recipient of the pension should expect to receive a T4A tax slip showing the pension payout as … and more »

Estate Planning: A new law regarding revocability of trusts – Lake County News

Estate Planning: A new law regarding revocability of trustsLake County NewsM. tax studies), is a State Bar Certified Specialist in Estate Planning, Probate and Trust Law. His office is at 55 First St., Lakeport, Calif. Dennis can be reached by e-mail at This e-mail address is being protected from spambots. You need JavaScript …Estate planning in 2012: something old and…read more →

5 Estate Planning Tasks You Shouldn’t Put Off – Examiner.com

5 Estate Planning Tasks You Shouldn't Put OffExaminer.comThis week, Morningstar finance writer Christine Benz wrote a great informational article about estate planning. In it, she urges readers to update their estate planning documents, even if the estate tax remains in flux. Benz also notes that, "When you … and more »

Owner says $1M spent to defend frivolous suit against estate-planning companies – Southeast Texas Record

Southeast Texas Record Owner says $1M spent to defend frivolous suit against estate-planning companiesSoutheast Texas RecordFor almost 30 years, Charles Loper Jr. has worked hard to build his financial planning service in Frisco, Texas, into an enterprise serving 40,000 customers in 38 states. But a lawsuit he calls "frivolous" filed five years ago has threatened Loper's …

Smart estate planning – Globe and Mail

Smart estate planningGlobe and Mail23 2012, 8:34 PM EDT. Last updated Friday, Aug. 24 2012, 9:37 AM EDT. Proper estate planning can prevent headaches for those you're trying to look out for. Canadian Press reporter Sunny Freeman shares some tips on how best to manage your estate … and more »

West county community briefs: Seminar to cover estate planning – Ventura County Star

West county community briefs: Seminar to cover estate planningVentura County StarSeminar to cover estate planning. The Camarillo Health Care District will hold an "ABC's of Estate Planning" workshop from 6-7 p.m. Sept. 4 at its Wellness and Caregiver Center, 3687 E. Las Posas Road. The class will address the issues of probate and …

Even lower-income Canadians can face top tax bracket after death – Winnipeg Free Press

Even lower-income Canadians can face top tax bracket after deathWinnipeg Free PressWinnipeg Free Press on: Like us on Facebook … MONTREAL – Many Canadians live frugally for years in the hope of leaving large legacies to their children, but without proper estate planning those legacies can be fraught with complications. Taxes, real … and more »

CorePlus to host estate planning seminar on Sept. 15 in Norwich – Norwich Bulletin

CorePlus to host estate planning seminar on Sept. 15 in NorwichNorwich BulletinCorePlus Federal Credit Union will host an estate planning seminar from 5 to 6:30 p.m. on Sept. 15 at the main CorePlus office, 202 Salem Turnpike, Norwich. Attorney Lois G. Andrews, Esq. of Andrews & Young in Waterford will lead the seminar. Topics … and more »

Video: Money Monitor: Smart estate planning – Globe and Mail

Video: Money Monitor: Smart estate planningGlobe and Mail23 2012, 8:34 PM EDT. Last updated Thursday, Aug. 23 2012, 8:43 PM EDT. Proper estate planning can prevent headaches for those you're trying to look out for. Canadian Press reporter Sunny Freeman shares some tips on how best to manage your estate … and more »

Low-income Canadians can face top tax bracket after death – CTV News

Low-income Canadians can face top tax bracket after deathCTV NewsMONTREAL — Many Canadians live frugally for years in the hope of leaving large legacies to their children, but without proper estate planning those legacies can be fraught with complications. Taxes, real estate passed down and now shared by siblings … and more »