Managing estate holdbacks
Helping executors decide how much to keep aside for complicated estates
- March 25, 2019 March 27, 2019
- 00:00
Helping executors decide how much to keep aside for complicated estates
Providing executors with peace of mind
Common disputes and how executors can avoid them
The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements
Beneficiaries have a right to understand the bequest they may be entitled to
Not every estate is a windfall for beneficiaries
You’ve paid estate bills, distributed assets to beneficiaries and received a clearance letter from CRA
Some of the most common T3 challenges executors should watch for
What is the T3, and how does an executor file it properly?
As financial circumstances change, so must wills