What fisherpersons and executors have in common

As promised in our last article, “Will you challenge the Will?“, this next article is about the often-challenging, and rewarding, role that executors play in upholding the testator’s (Will-maker’s) wishes. Being an executor is like being a fisherperson. So you’re wondering, what’s the connection here? Having a game plan Like fishing, being an executor requires […]

Will you challenge the Will?

The commonest reason clients contact me – something unfair happened Imagine your loved one – grandparent, parent, or great-uncle for example – passed away after a long, productive life where, as a result of their hard work, they accumulated lands out in the country that they wanted you to have.  They discussed how that special […]

Got Dependents? That May Depend. And, Can They Ever Re-Write Your Plans!

Three approaches in Western Canada dependency claims. The lingo is confusing, and can spark the whole war! The Alberta & Saskatchewan dependency problem – Got money? Give some. Alberta and Saskatchewan subscribe to what is termed the “moral obligation” approach to estate planning, when considering claims advanced by “dependents” (whether a recognised dependent, or one […]