New Survivorship Rules
WESA abolishes presumption that older person dies first when sequence of death cannot be determined
Be Mindful of What you Read
Baby boomers will pass on unprecedented amounts of wealth, but the next generation should not rely on inheritances.
Estate Planning and First Time Homebuyers
Joint tenancies can be convenient and economical, but are not without their difficulties
Make a Will Week 2014
The BC Government reminds you to make a will in anticipation of the new WESA
WESA – Important Change relating to Committee or Attorney Transfers
Under WESA, beneficiaries can receive the equivalent value of gifts that have been transferred away by a representative
Text Message Wills?
Although a recent Swedish case rejected a text message will, WESA could give courts the discretion to find them valid
Richard Weiland presented to the Estate Planning Council of Victoria
Richard Weiland presented to the Estate Planning Council of Victoria on the subject of “Planning for and Administering Digital Assets” on February 11, 2014. His ... Continued
Charitable Trusts & The Disbursement Quota Requirements
The rule that charitable trusts must spent a minimum amount annually on charitable activities can be problematic
BC Supreme Court releases decision in Bentley v. Maplewood Seniors Care Society
BCSC says assistance with feeding is not “health care”
Your Estate Matters article on estate taxes republished by financial education forum
Richard Weiland‘s article “Estate Taxes? Not Here” (from the Your Estate Matters newsletter) was republished by Financial-Articles.ca. In it, Richard highlights the fact that although ... Continued
Testamentary Trusts and Why You May Need One
Testamentary trusts can be a useful estate planning tool for a wide range of individuals
WESA Tips and Traps: Mandatory Hold Period
WESA will require executors to wait a mandatory period before distributing estate assets