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My husband is one of the named beneficiaries of his deceased
My husband is one of the named beneficiaries of his deceased uncle's retirement investments. The company that is holding the investments is claiming that the will overrides the named beneficiaries on … read more
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Married to a Canadian. We live in Canada, I have no access
I am American married to a Canadian. We live in Canada, I have no access to my husband's bank accounts and he has told me if we get a divorce I won't get anything... what does this mean? He makes a lo… read more
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My Son is the main beneficiary of an estate in Ontario. He
My Son is the main beneficiary of an estate in Ontario. He was willed the property upon the death of his best friend who passed on March 1, 2015. It took almost a year to get anything started so we we… read more
Debra
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My grandpa left me money in his will when he passed away in
My grandpa left me money in his will when he passed away in 2004 that was suppose to be held in trust til I am 21 yrs of age .my uncle is the executor and trustee of the will and has refused to tell m… read more
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I work in a family business that my father and my uncle control
I work in a family business that my father and my uncle control together. My father is the trustee of my shares until I assume control, my uncle is trustee of the shares of my two older cousins until … read more
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Me and my sister have 200,000 dollars to invest...we've
me and my sister have 200,000 dollars to invest...we've purchased blue chip stocks and a small clothing company...we are contemplating buying into one other small tech business and purchasing atleast … read more
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My mentally challenged son-in-law will receive an inheritance
My mentally challenged son-in-law will receive an inheritance of $22,000. He is on social security as is my daughter. If they receive this money will they lose their benefits? Can I become their trust… read more
Debra
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As an American, I am prepared to make a personal loan to a
As an American, I am prepared to make a personal loan to a Canadian citizen. What are the rules for an American citizen to loan funds to a Canadian citizen? Thanks for your assistance.… read more
Debra
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In a Will, the testator leaves an amount of money in Trust
In a Will, the testator leaves an amount of money in Trust for the benefit of an individual. There is a proviso that on the death of the individual for whom the trust was originally set, that any rema… read more
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Hi My wife, a resident of British Columbia and a Canadian
Hi: My wife, a resident of British Columbia and a Canadian citizen, and her sister (a citizen of the USA) will likely share the estate of their very recently deceased brother (no parents alive and no … read more
Debra
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Is it legal to live in Canada & register an e-commerce business
Is it legal to live in Canada & register an e-commerce business in the U.S. & have a business bank account in th U.S. ? If it is legal, can i still use my canadian paypal account or do i need an ameri… read more
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My friend was involved in an semi-truck pedestrian accident.He
My friend was involved in an semi-truck pedestrian accident.He died 14 hours later in a Canadian hospital.His wife and 2 of his 4 children received entitlement benefits,however the 2 minor childrens b… read more
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Hi small query. if a trust based out of Bermuda pays some
Hi small query. if a trust based out of Bermuda pays some lumpsum money to Canadian Citizen will there be any tax charged to that money. The trust will be created by grand father who is staying in Dub… read more
Debra
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I have inherited stocks in my deceased aunt's estate. I am
I have inherited stocks in my deceased aunt's estate. I am the executor and successor to the estate. She was a resident of the US and the stocks are american. I am a Canadian citizen and I reside in S… read more
Debra
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I am a Canadian citizen and US resident and greencard holder.
I am a Canadian citizen and US resident and greencard holder. I have been notified that I am an heir of my mother's Canadian estate. The executer is requiring that I travel to a) authenticate my ident… read more
Debra
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Doctoral Degree
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I was named as a beneficiary in the will of my deceased uncle
I was named as a beneficiary in the will of my deceased uncle (who lived in Toronto, Canada). The estate trustee, under a covering letter from a Canadian barrister has asked me (I am living in Sydney … read more
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I need some information on what the roles are for a Pow
I need some information on what the roles are for a Power of Attorney for my Grandfather , my Uncle is currently appointed and we have reason to believe he is removing large sums of money from my Gran… read more
Debra
Debra
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Doctoral Degree
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My late mother and father-in-law passed 13 years prior to my
My late mother and father-in-law passed 13 years prior to my marriage ending - there was a considerable inheritance to my husband at the time of the last of the parents passing - at that time, we inve… read more
Debra
Debra
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