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My father recently passed away. His will outlines that his
My father recently passed away. His will outlines that his estate should be shared equally to his four children. He had two TFSA accounts and one investment account. The two TFSA accounts had my name … read more
Ulysses101
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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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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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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
146,262 satisfied customers
I am executor and trustee of my father's estate. When he
I am executor and trustee of my father's estate. When he died he specifically said that the estate be divided into three equal shares. Would the shares include TFSA or are they separate as he left $13… read more
Debra
Debra
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Doctoral Degree
146,262 satisfied customers
Mother has past away and the will states everything to be
mother has past away and the will states everything to be divided equally amoung her 3 sons. There are Tax free savings accounts and a Rif stating only one son as the beneficiary. Are the other 2 sons… read more
Debra
Debra
Lawyer
Doctoral Degree
146,262 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
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Doctoral Degree
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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
146,262 satisfied customers
In 2009/10 I was made beneficiary on two of a friends' life
In 2009/10 I was made beneficiary on two of a friends' life insurance policies. In 2013 he was diagnosed with dementia but passed a competency test. In 2014 he made me beneficiary of a $40,000 TFSA at… read more
Debra
Debra
Lawyer
Doctoral Degree
146,262 satisfied customers
This a question about Quebec estate law.Let's say the bulk
This a question about Quebec estate law. Let's say the bulk of my wealth is tied up in shares in one company. And I have 3 siblings in the same boat. Assuming the company is still around when I die, w… read more
Copperlaw
Copperlaw
Barrister and Solicitor
Law Degree
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My mother, sister and I all reside in Alberta. My mothers
My mother, sister and I all reside in Alberta. My mother's will divides her estate equally between me and my sister. If I die before my mother, then my 50% share of her estate is divided equally betwe… read more
Law.Hut
Law.Hut
Lawyer
Law degree (Juris Doctor)
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I am the executor of my mothers estate and the sole beneficiary
I am the executor of my mothers estate and the sole beneficiary according to her will. What documents do I need to transfer her bank account and investments to my name? Can I do this myself without hi… read more
Debra
Debra
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Doctoral Degree
146,262 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
146,262 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
146,262 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
146,262 satisfied customers
without a will what is the rights to wife(second wife) seperated
without a will what is the rights to wife(second wife) seperated for two years and rights to children… read more
Debra
Debra
Lawyer
Doctoral Degree
146,262 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
146,262 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
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