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I am co-executor with my sister of Dad's estate when he
I am co-executor with my sister of Dad's estate when he dies, now we are POAs. My sister is listed with the Credit Union as 'beneficiary, for certain accounts , and i am told the accounts are hence, n… read more
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I am an alien-non resident I have some assets in a Canadian
I am an alien-non resident I have some assets in a Canadian bank (shares, bonds) I have two sons, also non canadien and not resident in Canada What is the inheritance tax they have to pay at my death … read more
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I am one of three sisters who are executors for our 95 year
I am one of three sisters who are executors for our 95 year old Mother's estate. The three of us are also the sole equal beneficiaries named in her valid will. The majority of her assets are in a sing… read more
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I am the executor and beneficiary of my late mothers estate
I am the executor and beneficiary of my late mother's estate -- she lived in Ontario, I live in Newfoundland. All her assets are in her bank (TD branch and Toronto) and in investments handled by an in… read more
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Does an adult son have survivorship rights to sole ownership
Does an adult son have survivorship rights to sole ownership of RRIF accounts, Bank accounts and investment property held under joint names with his widowed mother if his only contribution to these as… read more
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I am a canadian and my husband who is deceased was Canadian
I am a canadian and my husband who is deceased was Canadian and US citizen. He die in Ontario. He had a small retail business in US and a small balance of US personal bank a/c (4K). His assets will be… read more
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A Canadian citizen who legally resided in the US (Florida)
A Canadian citizen who legally resided in the US (Florida) for more than 10 years has died with a bank account and investment portfolio in Canada. There is no land or realestate. The Will is being pro… read more
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I am the executor of my moms estate. There is a will and
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If I do not leave a will will the family home and rrsp go to
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My mother is in a care lodge and I am her Enduring POA. We
My mother is in a care lodge and I am her Enduring POA. We are in the process of selling her house and will be investing the equity. We want a joint account but I can't be on the account as I am A Per… read more
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Is it necessary to have an executor of a will hire a lawyer
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I have a UK will. Is it legal in ONTARIO as I have some stocks
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Hello, My name is Pat Wong. I am the Executrix for Mr.
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May I be advised on action as the Estate Trustee, Executor
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My Canadian mother residing in Ontario (but with a Quebec notarized
My Canadian mother residing in Ontario (but with a Quebec notarized will) passed away last month in Canada. I am a Canadian with a green card living and working in Florida. What estate, inheritance an… read more
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Re death/inheritance tax in Ontario. Not a large estate.
Re: death/inheritance tax in Ontario. Not a large estate. Is it wise to try to spend/give away assets to avoid paying taxes. My elderly mother (widow) will not spend on herself in efforts to leave som… read more
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Is a document, seperate from an investment application not
Is a document, seperate from an investment application not witnessed, but signed by the owner of that investment account (non-registerd) in Ontario, designating an individual as a beneficiary, legitim… read more
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The value of my fathers estate is between $250 and $300k and
The value of my father's estate is between $250 and $300k and is very staight forward with bank savings accounts, house, vehicle, insurancd policy and no investments. I am the executor in his will and… read more
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