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If a person had a will but in some of the assets named a
If a person had a will but in some of the assets named a beneficiary, does the named beneficiary or will over ride the other? … read more
Debra
Debra
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Doctoral Degree
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I am a beneficiary of a TFSA from the Royal Bank for my
I am a beneficiary of a TFSA from the Royal Bank for my deceased friend. My name is ***** ***** acct as the benefactor at 100% and as such it should be excluded from the decedent's will and estate pro… read more
Debra
Debra
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Doctoral Degree
88,964 satisfied customers
Another question: I received a "RELEASE OF ESTATE TRUSTREE
Hi Debra, Another question: I received a "RELEASE OF ESTATE TRUSTREE WITH A WILL IN THE ESTATE OF" it goes on "in the Will am satisfied that I have received all money and other assets of the estate to… read more
Debra
Debra
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Doctoral Degree
88,964 satisfied customers
I have a question regarding my mother's estate. She has a
Second opinion] Hello, I have a question regarding my mother's estate. She has a TFSA at TD Bank. It was to be split between the three siblings. My brother predeceased my mother. TD says it should be … read more
Counsel Creed
Counsel Creed
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LLB
859 satisfied customers
I have a question regarding my mother's estate. She has a
Hello, I have a question regarding my mother's estate. She has a TFSA at TD Bank. It was to be split between the three siblings. My brother predeceased my mother. TD says it should be split as per the… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
Mother in law has passed away and will states "estate to be
Hi - mother in law has passed away and will states "estate to be divided equally among my surviving children - there are 4 in total. However 2 investments (TFSA and RRIF) name either 1 or 2 of the chi… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
Can you tell me if the Executor of an Estate (in this case a
Can you tell me if the Executor of an Estate (in this case a practicing lawyer in BC) is responsible to ensure the distribution of funds in a TFSA? In this case my mother passed and left my two childr… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
Afternoon, afternoon, My mom pasted away a month ago, my
my mom pasted away a month ago, my sister was POA prior to death, now named the executor with my brother in Manitoba, not me because I'm out of province. We are my mother's only 3 children. In her WILL it state to divide everything by 3. My sister has NOw just mentioned to my brother and I that mom left her as beneficiary on her TSFA a significant amount! should my sister not be adding this to the final amounts and divide by the 3 children as stated in the WILL? … read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
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
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
My mother recently passed away. We are joint tenants to my
My mother recently passed away. We are joint tenants to my house since June 2015, just a few months ago when I bought my ex-husband out during our divorce. The buyout she gave wasn't very much ($44,00… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
My Mom has just passed on. I can't seem to find a will.In this
My Mom has just passed on. I can't seem to find a will.In this case it is only my step Brother and myself. My Mother lived with me, so there is no property involved. There are really no valuables, col… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 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
Lawyer
Doctoral Degree
88,964 satisfied customers
There were three children (all married) living at the time
There were three children (all married) living at the time the will was made. One child has since perished leaving two surviving children. There were no amendments made to the will. In addition to som… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
Income taxes paid by beneficiaries - Ontario. My mother is
Income taxes paid by beneficiaries - Ontario. My mother is terminally ill. As she only just turned 72 almost the total value of her RRIFs (+$200k) will go to the designated beneficiaries, mainly (90%)… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
Question: How do I get the TD bank to release the RRIF to the
Question: How do I get the TD bank to release the RRIF to the legal executor. This will does not need to go to probate Portion of Letter to the Ombudsman for TD Canada Trust Background: This letter is… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
My mother has all her financial accounts with the Alberta Treasury
My mother has all her financial accounts with the Alberta Treasury Branch. I am listed as joint on her bank accounts and safety deposit box. I, along with one of my brothers are co-attorneys on her En… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
my mother passed away in march 2010. My brother and I are executors
my mother passed away in march 2010. My brother and I are executors to her will. She had a gic of 35,000 and a rrif of 36,000. There are 5 step children here as well. She alloted 12,500 to split betwe… read more
Harv
Harv
836 satisfied customers
My mothers estate is comprised of bank acccounts and GICs
My mother's estate is comprised of bank acccounts and GICs plus the remainder of her RRIF. I will be filing for probate myself in Ontario, but I am unsure whether to include the value of the RRIF in t… read more
Debra
Debra
Lawyer
Doctoral Degree
88,964 satisfied customers
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