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Beneficiary With
Disability - Jasiura
"Disabled Beneficiaries and Discretionary Trusts," by Paul Jasiura, briefly
outlines estate planning issues to consider when you have a disabled child or
grandchild.
Beneficiary with Disability
- Lillico
"Disability Issues," by the Peterborough, Ontario law firm of Lillico Bazuk Kent
Galloway, provides some ideas on ways to provide for a disabled person.
Beneficiary with Disability - PLAN
Planned Lifetime Advocacy Network - PLAN - helps parents and others create a
safe and secure future for a child or other family member who has a disability.
Beneficiary with Disability - Special Needs
The Special Needs Planning Group is a resource for parents and other family
members of people with disabilities to help them create a plan which will
provide a decent quality of life for the person with the disability.
Beneficiary With
Disability - Worthington
"Estate Planning for Parents of Disabled Children," by Mark Worthington,
highlights the special planning that is needed for parents of a disabled child.
Business
Succession Planning
For information specifically meant for succession planning for business owners.
Charities
For information on various charitable organizations.
Children - Choosing a Guardian - McSwain
"How to Choose a Guardian for your Child, by Lianna McSwain, answers some of the
questions you might ask when deciding on who to choose to be your child's
guardian in the event that you die.
Children -
Choosing a Guardian - Sanders
"Who Will Love the Children? Why It's Important to Name a Guardian for your
Kids," by Lisamarie Sanders, provides tips on how to choose the right person to
look after your children if you are unable.
Children - Choosing A
Guardian - Strauss
"How to Choose Your Child's Guardian," courtesy of Strauss and Associates,
provides a step-by-step process to follow when choosing a person to care for
your children.
Cottage - Family Cottage - Grant Thornton
"Can your kids afford to inherit the family cottage?" by Karen Yull, looks at some of the issues to consider when thinking about leaving
your family cottage to your children.
Cottages - Lillico
"Cottages," by the Peterborough, Ontario law firm of Lillico Bazuk Kent
Galloway, provides lots of information about the ownership of your cottage,
including the passing of it to the next generation.
Cottage Wars
This article by Peter Cheney, which appeared in the Globe and Mail on May 18, 2002, describes the problems that can be encountered by subsequent generations of families who own and share cottages.
Die Without a Will
In "If I Die Without a Will," Norman Pickell lists the consequences for a person
living in Ontario who dies without a will, including the fact that the cost to
administer such an estate is greater than the cost of making a will.
Estate
Planning Checklist for Farm Families
The Estate Planning Checklist for Farm Families, published by the British Columbia Ministry of Agriculture, the Alberta Department of Agriculture and the Saskatchewan Department of Agriculture, provides information on the transfer of the family farm.
Estate
Planning - Fair versus Equal
While this excellent article entitled "Fair Versus Equal - What Do
Parents Owe Their Children?" is directed to farmers, it is equally
applicable to all business owners and addresses issues having to do with
retirement, passing the business to the next generation and estate planning.
Estate Planning - Lillico
"Estate Planning," by the Peterborough, Ontario law firm of Lillico Bazuk Kent
Galloway, provides an excellent introduction to the topic of estate planning,
including avoiding probate tax, joint ownership, loans to children and defusing
executor (or estate trustee) time bombs.
Estate Planning
Mediation - Hull
The pre-estate family conference process, which is used to prevent
estate-related disputes, is explained. In addition to reading what is written,
be sure to watch the video which is accessed through "Hull Estate Mediation TV."
Estate Trustee
A list of the duties of the Estate Trustee (formerly known as the
"Executor").
Estate
Trustee - Speaking for You
This article describes how to pick the Estate Trustee (formerly known as the
"Executor") of your will and provides tips on how you can make your
Estate Trustee's job easier.
Estate
Trustees - Responsibilities and Compensation
This article, written by James Gilmore, an estate lawyer in Alliston,
Ontario, outlines the duties and obligations of the Estate Trustee (formerly
known as the "Executor"), discusses how the Estate Trustee's
compensation is calculated and highlights some of the rights of the
beneficiaries.
Family
Business Mediation
In an article entitled "Estate Planning and Family Business Mediation," Laura
Bachle describes the advantages of members of a family business retaining a
mediator to assist in estate planning and resolving disputes that arise in a
family business.
Family Business - Succession Planning - BDO
"Succession Planning for Family Businesses," by BDO Dunwoody LLP, provides
information for succession planning of family businesses.
Family Fight - Fish and Kotzer
"The Family Fight - Planning to Avoid It," by Barry Fisher and Les Kotzer, should give you the motivation to put the planning of your affairs, including your will, on the front burner so that you can avoid conflict within your family.
Farm Succession -
Farmcentre
This site is for use by farmers and their accountants, lawyers and others
who provide advice to their farm clients.
Farm
Succession Planning - OMAF
"Farm Success - Do's and Don'ts," by the Ontario Ministry of Agriculture and
Food - OMAF, provides a list of do's and don'ts to start the thought process on
farm succession planning.
Farm Transfer
An article entitled "The Farm Transfer: Talking and Planning with Your
Family" prepared by Manitoba Agriculture and Food.
Farm Transfer
and Estate Planning - American Farmland Trust
A Fact Sheet entitled "Farm Transfer and Estate Planning" from the
Farmland Information Center of American Farmland Trust.
First Nations Persons - Wills - B.C. CLE
"Wills for First Nations People" highlights when the Indian Act (Canada) applies
to the construction and drafting of wills and what the significant differences
are from some of the provincial laws.
Funerals
Information on funerals, including pre-arranging.
Joint Ownership -
Dwyer
"Pitfalls of Joint Ownership," by British Columbia lawyer Blair Dwyer, points
out the significant drawbacks to two people, instead of just one person, owning
property.
Lawyer - Pickell,
Norman - Home Page
Norman Pickell is a lawyer based in Goderich, Ontario, who prepares wills
for clients and provides estate planning advice.
Lawyer - Pickell, Norman -
Wills Page
This link takes you directly to the Wills and Estate Planning Section of the
web site of Norman Pickell, a lawyer based in Goderich, Ontario, who prepares
wills for clients and provides estate planning advice.
Life
Insurance - Providing for Your Loved Ones
This article provides a basic overview of why you should have life insurance
and briefly describes the different types of life insurance.
Manitoba - Wills
Information from Manitoba's Justice Department on what is required in
Manitoba for a valid will.
Mediation Before Death - McDonald
"Family Feud - Attorneys Can Use Mediation to Prevent Estate Disputes," by Brian
McDonald, Isabella Horton Grant and Richard Collier, tells of the advantages of
using mediation before a will is prepared and signed.
Mediation in Estate
Planning - Gromala
"The Use of Mediation in Estate Planning: A Preemptive Strike Against Potential
Litigation," by John Gromala, describes how mediation can be used in some types
of estate planning situations.
Mediation in Estate
Planning - Rubenstein
"Creating Certainty for Your Client: Using Mediation in Estate Planning," by
Judith Rubenstein and Christopher Jones, points out the benefits of using
mediation in estate planning.
Need a
Will?
Article entitled "Do I Need a Will?" written by Gary Foreman.
Next Generation and Family Business
In her article entitled "Making it Easier to Manage the Transition of a Family Business to the Next Generation," Patricia Lane provides the starting point to preserve the relationships and build the futures that family business leaders so often dream of creating.
No Will
In "If I Die Without a Will," Norman Pickell lists the consequences for a person
living in Ontario who dies without a will, including the fact that the cost to
administer such an estate is greater than the cost of making a will.
Organ Donations
Information on organ and tissue donations.
Powers of Attorney
For information on Powers of Attorney for Property and Banking and Powers of
Attorney for Personal Care, please click here.
Preventing
Second and Third Generation Business Failure
An article which shows the advantages of using a facilitator/mediator when
families transfer businesses from generation to generation.
Same-Sex
Couples - No Will
"Inheritance Rights and Matrimonial Property: A Particular Issue for Same-Sex
Couples" highlights the importance for same-sex couples to have a will.
Shareholders
Agreement - Ollek
"Use a Shareholders Agreement to Protect Your Estate," by Sucha Ollek, describes
the advantages of a shareholders agreement when it comes to estate planning.
Succession
Planning - Overcoming the Difficulties
This article entitled "Succeeding at Succession" by Grant and
Thornton discusses ways to overcome the difficulties that can arise when a
family business is being transferred to the next generation.
Trusts - Doak
"What is a Trust?" highlights some of the terms, uses and benefits of setting up
a trust, courtesy of the British Columbia law firm of Doak Shirreff.
Will Drafting Tips
A comprehensive article written by the Toronto law firm of Hull and
Hull, one of the top estate litigation law firm in Canada, on some of the common
will drafting problems.
Will Kits - Lazier
"Will Kit or Lawyer", by Hamilton, Ontario lawyer, Colin Lazier, is a "must read" for those contemplating using a Will Kit to make a will.
Will Kits - Ticking Time Bomb
In his article entitled "Will Kits - A Ticking Time Bomb," lawyer Barry Fish points out the problems of using a will kit to prepare your own will.
Will - None
In "If I Die Without a Will," Norman Pickell lists the consequences for a person
living in Ontario who dies without a will, including the fact that the cost to
administer such an estate is greater than the cost of making a will.
Will of Flat Broke
Wills are a serious topic - therefore, we need to lighten things up!
Wills
- Controlling Your Legacy
This article outlines some of the things you need to consider when making a
will.
Wills - General Information
Part A of a form that you can complete and take to your lawyer to have
a Will prepared. Wills - Instructions
Part B of a form that you can complete and take to your lawyer to have
a Will prepared.
Wills on the Web
Wills of celebrities and ordinary people, including Diana, Princess of
Wales, Joe DiMaggio, Elvis Presley, John Lennon, Walt Disney, Babe Ruth and
Benjamin Franklin.
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