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Wills & Estate Planning

Web Links Index
Posted: SEP-04-03

Here are a number of articles related to estate planning. The following four links are a good introduction.

Estate planning Information: http://www.generations.on.ca/estate.htm

Templates and examples:

Will Template: http://www.bbean.com/download/will.doc

NEW: Ontario Attorney General on POA: http://www.attorneygeneral.jus.gov.on.ca/...

PoA Care Template: http://www.bbean.com/download/careatty.doc

PoA Property Template: http://www.bbean.com/download/propatty.doc


WILLS & ESTATE PLANNING

Estate Planning Checklist:

http://www.globeinvestor.com/resources/personalfinance/rrsp/estate_planning.html

Tax planning articles archive:

http://www.globeinvestor.com/resources/personalfinance/tax/article_archive.html

Will/Estate/Power of Attorney: http://www.moneywisefinancial.com/willestate_det.htm

Estate Planning Guide - Ten Estate Planning Tips http://www.fiscalagents.com/newsletter/4estplan.shtml

Strategies for Reducing Probate Taxes: http://www.lbwlawyers.com/pubprobate.html

Estate planning Questionaire: http://www.estateplanningontario.com/infoquestion.html

Wills & Estate Planning: http://www.generations.on.ca/estate.htm

Estate Planning: http://www.lbwlawyers.com/legalinfo.html

"insert clause into Wills to the effect that all their joint tenancies are true joint tenancies and the surviving joint tenant is the true owner of the asset, unless the reverse is clearly specified."

http://www.lawyers.ca/sbiss/pages/wills.htm register home as join tenants -- avoid probate.

Components of a will, powers of attorney: http://stonetown.com/sherwin/cas-wills.htm

http://www.estateplanningontario.com/wills.html

Estate Planning/investing. http://www.investwithbruce.com/articles.html

Rules when signing & initialing & witnessing will: http://www.canlegal.ca/static/will/will_final.htm

Family, Estate, Criminal, DUI Law: http://www.lawyers.ca/sbiss/

Legal forms for manual completion: http://www.canlegal.ca/province/Ontario.htm

POWER OF ATTORNEY need power of attorney for health, property, living will. http://www.fiscalagents.com/newsletter/4livingwill.shtml

Q & A on Power of Attorney http://www.attorneygeneral.jus.gov.on.ca/html/PGT/livingwillqa.pdf

http://www.estateplanningontario.com/powerofattorney.html

Instructions & Samples: http://www.virtual-law.com - power of attorney for property, health - wills, estate tax

TRUSTS:

http://www.estateplanningontario.com/trusts.html

http://www.moneywisefinancial.com/trust_det.htm

Tax avoidance trusts with detailed links on how to use a trust http://www.fiscalagents.com/newsletter/4alterego.shtml

SAMPLES:

Sample Will: http://www.canlegal.ca/images/will_example/pg1.gif http://www.canlegal.ca/images/will_example/pg2.gif http://www.canlegal.ca/images/will_example/pg3.gif http://www.canlegal.ca/images/will_example/pg4.gif http://www.canlegal.ca/images/will_example/pg5.gif

Will Template: http://www.bbean.com/download/will.doc PoA Care Template: http://www.bbean.com/download/careatty.doc PoA Property Template: http://www.bbean.com/download/propatty.doc

Samples PoA's: http://www.virtual-law.com/power4.htm - property http://www.virtual-law.com/power5.htm - care

Sample will & PoA in PDF: http://www.webgenuity.ca/default.asp?cid=8102

Sample clauses and example Will: http://www.slsc.ca/willkit2.doc

FYI -- an 1897 will sample! http://www.islandnet.com/~rwkonkle/Matthias.html


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