Entries by caorda

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The Art Of Procrastination “An Estate Legacy”

With another year having just past, it is a time for many, to reflect on our past year’s achievements and happy memories, for others, and you know who you are, the new year represents an opportunity to set new goals, and dare I say, embark on the dreaded New Years Resolution! Losing that extra 10lbs, […]

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Alter Ego and Joint Spousal Trusts – 65 and Over

Recent changes to the Income Tax Act over the past year now permit individuals at least 65  years of age to develop Alter Ego Trusts and Joint Spousal Trusts. For some, this may be an attractive estate planning vehicle and can serve as an alternative to a Will. Similar to an Alter Ego or Joint […]

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Enduring Powers Of Attorney – To Continue On

As outlined through previous editions of “KRAMER’S LEGAL BRIEF’S”, there has been significant debate over the past two years as to the merit of eliminating the more common estate planning tool of the Enduring Power of Attorney (“EPA”) with that of the often more complicated and lesser known Representation Agreement (“RA”). EPA’s, you will recall, […]