Am I entitled to my dead husband’s inheritance?
Q: I am a widow. When my father-in-law died the will stipulated that the inheritance would be divided equally with his living children and my own children. Money for my children went into a trust to be...
View ArticleMy parents are in their 90s with no estate plan. What now?
Q: I have a question about estate taxes. My parents are 90 and 93. My father still lives in the family home by himself and my mother is in Long Term Care and has end-stage dementia. I am an only...
View ArticleShould I make both my kids executors to my will?
Q: I have two wonderful children in their mid-forties who get along very well. One bank estate advisor said I should change my will to only have one of them as executor and the other as an alternative...
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Do you need to name all nieces and nephews as beneficiaries in a will?
Q. We have no children or dependents. We do have numerous nieces and nephews. Are there dangers in not naming all of them for inheritance purposes? We have little or no relationship with some and very...
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The challenge of estate planning with blended families
Q. My husband and I are senior citizens, have both been married before, and each has adult children from a previous marriage. We each have investments we accumulated during our working years, which we...
View ArticleWhat happens to interest on an inheritance while executors fight over a will
Q. I received an inheritance and am supposed to get a fixed amount of money. The people who got the majority of the money (non-fixed) are fighting/bickering/litigating with each other. These people are...
View Article3 rules for maximizing charitable donations in your will
Q. We are preparing our wills and have been advised that charitable donations are credited at 100% in the year of death, and can be used to reduce or eliminate the amount of tax owed for that year. How...
View ArticleImportant tips on leaving real estate in your will
Q. In my will I am leaving my condominium and all of its contents to my son. I have taken out a life insurance policy so that he can use the money to pay the balance on my mortgage. What are the pros...
View ArticleJuliana is single and has no children. Who should be executor of her will?
Q. I am a longtime widow, single with no children, and wondering who should be the executor of my will. I have an older sister who, like me, lives in British Columbia, and her two children are involved...
View ArticleBattle of the wills
Q. My mother and my father were each other’s beneficiaries. Now that she has died, can he cut us out of the will even though my mother wanted us to inherit their estate when my father passes on? –Jack...
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