Tag: estate liquidity

A Not So Rare Mistake


Never leave problems as part of your legacy

Estate Liquidity Matters


Finding the least expensive way to pay an expense

Some People Should Own Participating Life Insurance


If you own or intend to own bonds or a bond fund for estate liquidity, you would be well advised to seek out participating life insurance as an alternative. Here’s why: The investment side Life insurance companies buy huge chunks of government and corporate… Continue Reading “Some People Should Own Participating Life Insurance”

Estate Cash Has A Price


Executors need cash.  For taxes, donations, fees and costs, liquidating liabilities and guarantees, and for equalizing legacies.  Most will not have enough.  Many people focus on estate costs and overlook the cost to get the money to pay them. Prudent planning says that estate… Continue Reading “Estate Cash Has A Price”

Something You Can Learn From A Billionaire


Dovi Frances of Malibu California recently delivered a $201 million life insurance policy to a billionaire client.  What does his client understand that most others do not? Malcolm Forbes, the owner of Forbes Magazine died 24 February 1990.  He left his estate in good… Continue Reading “Something You Can Learn From A Billionaire”

A New Tax For Canadians?


There are some interesting things to think about while looking at the financial wreckage of governments in North America.  The one that matters will be, “What are they going to do about it?” The second question is “What should we do about what they… Continue Reading “A New Tax For Canadians?”

Taxes Due After Death


Lynne Butler is the purveyor of useful estate planning information. Her Blog “Estate Law Canada” provides good answers to questions that come up regularly and for some others that are rare. There is an extensive and searchable archive. You will benefit from her collection.… Continue Reading “Taxes Due After Death”

What Is The Executor Year?


Most estates settle quickly because they are not complex.  Others however take longer.  When drafting your estate plan and the other documents related to it, notice this extract from Baker v. Baker Estate, [1986] N.BJ. No. 185 at para 53, Godin, J. referred to Thomas… Continue Reading “What Is The Executor Year?”

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