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Our late Mother left a will regarding the division of her
Our late Mother left a will regarding the division of her estate which consisted of 3 accounts she and I shared and an investment fund. Sum total - just over $300,000.00. She passed on Feb 1st of this… read more
Debra
Debra
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I closed our last question without confirming your meaning.
Debra, I closed our last question without confirming your meaning. I have from our accountant a comparative chart outlining my husband's income as per line 150 of his tax returns called "Total Income.… read more
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
My mother-in-law just passed away on Jan 15, 2016, here in
Hi: My mother-in-law just passed away on Jan 15, 2016, here in Victoria. She has a fairly large estate (around $500,000), with ALL her money invested in Canadian mutual funds. She was living in a care… read more
Debra
Debra
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Doctoral Degree
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father died 5 years ago intestate. Mother alive and well,
father died 5 years ago intestate. Mother alive and well, living in family home. I am the son, who paid mother for value of stock in fathers name at the time. To the best of my knowledge, no official … read more
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
my mom went in old folks home. my youngest sister is power
my mom went in old folks home. my youngest sister is power of attorney, my dad died last year and had almost half million in the bank ... my sister will only split the money after she passes (mom has … read more
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
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
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
I am 72 yrs old and have money tied up in various investments
I am 72 yrs old and have money tied up in various investments (stocks, bonds, RIF's, RESP's) thru a financial advisor. Due to my age and health concerns, I would like to add my childrens names onto th… read more
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
My aunt has resently passed away. She has left a cash amount
My aunt has resently passed away. She has left a cash amount of $200,000.00 dollars to her three sisters. one of the sisters, my mother, has passed away. The executor has decided split my mothers thir… read more
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
About family loan after marriage in Ontario, Canada Background  The
About family loan after marriage in Ontario, Canada Background  The couple got married in 2004 in ON. Canada  Husband has a securities account under his single name in Country Z, cash value and Mark… read more
Ulysses101
Ulysses101
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I have a question regarding two investments that my mothers
I have a question regarding two investments that my mothers husband bought before he passed away. The investments are in his name only and no beneficiary was named. In his will it states in 'Specific … read more
Debra
Debra
Lawyer
Doctoral Degree
144,190 satisfied customers
Can you tell me if property and investments that are not listed
Can you tell me if property and investments that are not listed in the will are to be probated, and how the probate occurs. My mother thinks that the estate bank account of her husband will be given t… read more
Debra
Debra
Lawyer
Doctoral Degree
144,190 satisfied customers
My Canadian mother residing in Ontario (but with a Quebec notarized
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Debra
Debra
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Doctoral Degree
144,190 satisfied customers
I am a beneficiary of an Estate in Alberta Cnada. No property
I am a beneficiary of an Estate in Alberta Cnada. No property and both gross and net values are $840,000. Of this $92,000 is for designated gifts. The remainder is divided between 13 Beneficiaries. I … read more
Debra
Debra
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Doctoral Degree
144,190 satisfied customers
Hello -Im the first and only Heir on my mothers Est
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Debra
Debra
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Doctoral Degree
144,190 satisfied customers
My mother recently passed away and left her home to her five
My mother recently passed away and left her home to her five children. We were wandering if and when we sell the home is there going to be an inheritence tax that we have to pay? also is there somethi… read more
Ulysses101
Ulysses101
Litigator, Barrister and Solicitor
LLB
4,619 satisfied customers
My mother has, in stocks and $$ in bank approximately $100,000.
My mother has, in stocks and $$ in bank approximately $100,000. She is 91 years old. My brother- in-law suggests that, instead leaving it to my sister and me after her death, that she should give it t… read more
Ulysses101
Ulysses101
Litigator, Barrister and Solicitor
LLB
4,619 satisfied customers
can a trustee hold approx. 17% of an estate in a non interest
can a trustee hold approx. 17% of an estate in a non interest bearing account for up to 12 months after an estate is settled? original reason was for possible back taxes. now trustee indicates that he… read more
Flagbridge-CDN
Flagbridge-CDN
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B.Kin, B.C.L, C. Neg, C. Med, C. A
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My family has a large sum of inheritance tied up in probate,
My family has a large sum of inheritance tied up in probate, and to make things worse, with it being in investments and the stock market falling, a large sum of money has been lost. I was wondering if… read more
Flagbridge-CDN
Flagbridge-CDN
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