Tax and Estate Planning - MUNERA

All about Trusts

A trust is a relationship which arises when an individual is asked to hold real or personal property by legal title for the benefit of an individual or individuals known as beneficiaries. A trust is therefore an obligation binding a person to deal with the trust property as a separate fund distinct from their own...

Tax and Estate Planning

Roles of Attorneys, Trustees, and Guardians

An important aspect of estate planning is appointing a power of attorney so that you have a trusted representative to carry out affairs on your behalf when needed. At common law, a power of attorney is a legal document that proves that authority was given by grantor to another person, the attorney to act on...

Tax and Estate Planning

Claims to Dispute or Challenge a Will or Estate in Ontario

What is an Estate? Estate, in its broadest sense, refers to all a person’s possessions (assets, liabilities, etc.) at the time of their passing. An appointed executor or administrator oversees managing the affairs of an estate. What is a Will? A legal document known as a “Last Will and Testament”, or a Will, specifies how...

Tax and Estate Planning

The End is Near: Remote Execution of Wills and Powers of Attorney

Family, Tax and Estate Planning

What is an Alter Ego Trust?

This article will provide information regarding Inter Vivos Trusts, in particular Alter Ego Trusts.

Tax and Estate Planning