Articles

Funeral Pre-planning is Important For Widows

Funeral Pre-planning is Important For Widows

Written by Dave Laemers

Posted in conjunction with Basic Funerals

Death is an unavoidable part of life. As a widow, you have had the unfortunate experience of dealing with death on a deeply personal level. It’s hard. You know it, we know it, cased closed. Or so you’d think. It’s now more important than ever that you take the steps to ensure your affairs are taken care of. Here are five reasons that pre-planning is so beneficial.

Honour your wishes:

When you move ...

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Estate administration: do I have to advertise for creditors?

Estate administration: do I have to advertise for creditors?

written by Patrick Hartford

If you’re an estate trustee (either an executor or an administrator), you should be advertising for creditors to protect yourself from personal liability.  But with the emergence of advertising for creditors online, this doesn’t have to be complicated or expensive.

Generally speaking, the deceased’s debts must be paid before the assets of the estate are distributed to the beneficiaries.  One of the jobs of an estate trustee is to identify and pay these debts.  This isn’t always easy, ...

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Do’s and Don’ts of Naming an Executor

Do’s and Don’ts of Naming an Executor

Written by Dave Laemers & Jennifer Black

Posted in conjunction with Basic Funerals

Typically, people don’t consider naming an executor of their own will until they are well past middle-age. This is when they consider themselves closer to death than to birth and thus opt to make the “proper” arrangements. This is one of the biggest misconceptions about naming an executor. It can be done at any time. This is especially important for those who have recently been widowed because they ...

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Taking Death to Parties

Taking Death to Parties

We hope you find this post by Maryanne Pope useful; Maryanne is the CEO of Pink Gazelle Productions and the author of “A Widow’s Awakening.”

Okay, I will keep this grief-related blog short – partly because people’s attention spans this time of year are remarkably short (and I speak from experience on this) but mostly because the message I have to communicate (also learned from experience, unfortunately) is REALLY important.

If you have recently lost a loved one and this is your first Christmas without that person:

Be warned: ...

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Coincidence or Connection

Coincidence or Connection

Coincidence or Connection – How Grief Can Awaken Our Capacity to Notice Connections Between Seemingly Unrelated Events

Have you ever experienced an event that struck you as just a bit odd at the time – and then something else happens later and you look back on that original event and can’t help but wonder if it was connected in some way?

Some call it coincidence. But I’m really starting to wonder if these seemingly random events are connected in some way – ...

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Top Ten – What To Do First

Top Ten – What To Do First
  1. Contact and engage a funeral home to conduct a funeral and prepare death certificates
  2. Contact the banks and financial institutions. If you have a financial advisor, they should also be contacted.
  3. Contact the appropriate government offices concerning the deceased’s identification cards like Health Card, Social Insurance Card and Passport
  4. Contact credit card companies to cancel cards
  5. Contact Service Canada about Canada Pension Plan and Old Age Security programs if applicable.
  6. Apply for any Survivor ...

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Preparing a Final Tax Return

Preparing a Final Tax Return

When a loved one passes away, you will have many tasks to tend to and decisions to make. One of those tasks may be completing the individual’s final, or terminal, tax return.
The first step is to inform the Canada Revenue Agency that the person has passed away. You can call the CRA at 1-800-959-8281 or you can file form RC4111. The CRA provides the booklet “Preparing Returns for Deceased Persons” to help you; ask for a copy.

You will need ...

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Managing Alone Book Review

Managing Alone Book Review

Managing Alone Book Review – by Sheryl Smolkin, Journalist and Lawyer

Making a will and getting our financial affairs in order is something we all know is important, but many of us never get around to it. Younger people in particular often feel they are invincible and that it is too soon to think about death and dying.

But people die as a result of illness or accidents at all ages. And where they have not done the necessary planning, spouses left ...

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Joint Bank Accounts a Must

Joint Bank Accounts a Must

Why the Joint Bank Account is a Must for Married Couples

Jennifer Black of DFS Private Wealth was interviewed by Rob Carrick of the Globe and Mail.
Rob Carrick Joint accounts

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