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Joint bank account in Ontario,. Need a lawyer. How.do
Joint bank account in Ontario,. Need a lawyer JA: The Expert will know what to do. Please tell me everything you can so the Expert can help you best. Customer: How.do I.login to this,.already paid JA:… read more
Ulysses101
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I just need clarification on one of your answers this
Hi Debra, I just need clarification on one of your answers this morning. In a regular joint account with two titleholders, if one person dies, does the all the money or only half the money go to the d… read more
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We realize that the bulk of the estate is now in a joint
we realize that the bulk of the estate is now in a joint account held by the three children, including the brother who is determined to cause as much trouble as possible. There is not enough money out… read more
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My mother had dementia. My sister has POA. Can she gift some
My mother had dementia. My sister has POA. Can she gift some of my mother's money to my siblings now instead of waiting for her to pass and the estate to be settled? … read more
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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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My sister is the executor of my mother's estate in Ontario.
My sister is the executor of my mother's estate in Ontario. There was a joint account held with my mom and two sisters. The lawyer is saying that the executor is not obligated to provide particulars o… read more
Debra
Debra
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I have joint ownership of a house, investments and bank
I have joint ownership of a house, investments and bank account. However I was going to give 70% of the investments to my sister. My husband and I moved in with my mother as she was not well. We have … read more
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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
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My sister and brother in-law are the executors of my
Hi there, My sister and brother in-law are the executors of my deceased mothers will/estate. In my mothers will she has my name in it with personal items listed that she wants me to have. My sister to… read more
Debra
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We have a situation where our Mom (step mom ) had been put
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Dear all, need advice in an estate planning matter: facts:
Dear all, need advice in an estate planning matter: facts: 1. parent´s home in Ottawa 2. Both spouses live in, but house registered only in mother´s name 3. She wants to organise the transfer of the h… read more
Debra
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In British Columbia if a beneficiary is designated for a rrsp,rif
In British Columbia if a beneficiary is designated for a rrsp,rif or tax free savings account does it get dispursed according to the will or does it go to the beneficiary, also with a joint bank accou… read more
Law.Hut
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I am 72 yrs old and have money tied up in various investments
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I had a joint bank account with my father in Ontario, Canada.
I had a joint bank account with my father in Ontario, Canada. Funds from my mother's life insurance policy was deposited into this account and cleared. My father was the beneficiary for her insurance … read more
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My mother is ill and not long for this world. My father has
My mother is ill and not long for this world. My father has passed away. She has assets in a couple of places about half in RIF accounts and half in investment accounts. If I liquidate these assets pr… read more
Harv
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My mother passed away 2 weeks ago. I am co-executor with my
My mother passed away 2 weeks ago. I am co-executor with my sister of the estate. The will states we both inherit the house and one piece of property 50/50. The problem is the bank accounts and invest… read more
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There is a will naming all 6 family members to share the estate;
There is a will naming all 6 family members to share the estate; separate from the will there is a 'document of intentions' that name 2 bank accounts and the Rif. The intention document only names the… read more
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In Canada, my mother died. 3 siblings were named executors.
In Canada, my mother died. 3 siblings were named executors. 5 are beneficiaries, 3 full beneficiaries & 2 lesser. She divided her estate in half, 1 portion to 6 siblings & 1 portion to 8 siblings. The… read more
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