Life Issues - click on the title of the article for more information
Articles / Reference
Choosing A Guardian
Who would make a good guardian for your children?
In Trust For (ITF) Accounts
An informal trust you can create at a financial institution to invest funds on behalf of a minor
Registered Disability Savings Plans (RDSPs)
A registered investment plan intenede to encourage long term savings by and for persons with disabilities
Lifelong Learning Plans (LLPs)
Provides an opportunity for individuals who want to further their education but do not have the funds other than their RRSP
Home Buyers' Plans (HBPs)
A first time home buyer can withdraw funds can withdraw funds from his or her RRSP to purchase a qualifying home
Caring For Aging Parents
You may in time be called upon as an adult to lend support as your parents age
Incapacity - Planning Ahead Helps
Power of Attorney for Health
Care Giving Matters
The Power of Attorney Project is a two year technology-based project that brings together a wide variety of experts from various industries and disciplines to educate adult children and seniors about Power of Attorney issues. In the Podcast series, legal, financial and social service experts share their knowledge and give individuals and families an opportunity to have their questions addressed, increase their understanding and develop skills and strategies to help them deal with some of the complex and difficult issues of aging.
-O'SULLIVAN ESTATE LAWYERS a boutique law firm located in Toronto, Canada with a focus on multi-jurisdictional, cross-border and domestic trusts and estates matters.
- found by clicking on O'Sullivan website (above)
July 12, 2017 Navigating Multi-Jurisdictional Probate
June 29, 2017 The Common Reporting Standard – What’s in Store
June 14, 2017 Keeping Things Up-To-Date
May 31, 2017 The New Non-Resident Speculation Tax and Estate Planning and Administration: What You Need to Know
May 16, 2017 The Principal Residence and Capital Gains Tax - New Rules, New Pitfalls
May 4, 2017 Tax Reform Revealed: Will the U.S. Become the Best Next Tax Haven?
April 19 2017 Safekeeping of Original Estate Planning Documents: Hard Copies are Hard to Replace
April 3, 2017 Multiple Taxation on Death: The Taxpayer's Nightmare
March 14, 2017 Fun in the Sun, Until the Probate Court Comes?
March 1, 2017 The Family Wealth Conversation - Too Little, Too Late?
February 1, 2017 No Estate Planner is an Island
January 17, 2017 Special Needs Planning: Knowledge is Power
December 20, 2016 Best Interest - Conflict of Interest: The Provision of Financial Advisory and Financial Planning Services
November 30, 2016 Start the New Year off on the Right Foot
September 23, 2016 Appointing Non-resident Attorneys for Property: Important Considerations
August 8, 2016 Redefining Family
July 6, 2016 The Many and Varied Uses of Letters of Wishes in Your Estate Plan
Additional topics in "Archives"
Government of Canada
Credits, Benefits & Incentives for Single People and Families
Income Expense & Budget
Credit & Debt Management
Retirement & Pension
Estate Administration Tax, Who Pays Administration Tax, Tax Rate....
Estate Information Return - Guide