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Landing Papers – Who Knew They Are so Important?!
As part of our After Care program, I was recently assisting a man with some of the necessary paperwork involved in closing part of his mom’s estate. One of the questions I asked him was if his mom had...
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Funeral Pre-Planning Myth – My Family Knows What I Want
In my last blog post on the series Dispelling Myths About Funeral Preplanning, I discussed two more myths about funeral preplanning; that being the costs involved and misconceptions about cremation. In...
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3 Major Changes to the Ontario Funeral, Burial and Cremation Services Act
On July 1 2012 the new Ontario Funeral, Burial and Cremation Services Act comes into effect. There are 3 major changes in the legislation concerning prepaid funeral contracts. They are: The Funeral...
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Should You Renew or Cash in Your GIC?
A GIC is a funding vehicle used to earn money on the principle invested with a guaranteed rate of return for a set period of time and many people appreciate the safety of investing their money in...
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Airport Regulations Regarding Flying With Cremated Remains
People often ask if you are allowed to fly with cremated remains and what the airport or government regulations would be. The answer is, yes, you can fly with cremated remains. Often people want to...
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Ontario Office of the Public Guardian & Trustee – Roles & Responsibilities
The role and responsibilities of The Office of the Public Guardian and Trustee (OPGT), under the auspices of the Ministry of the Attorney General – Family Justice Services Division in Ontario, are to...
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Sending Cremated Remains to Poland
Last week I worked with two adult daughters who want to send their mother’s cremated remains back to Poland. There are two scenarios to consider. One is when taking the cremated remains personally and...
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Do You Have a Dormant Bank Account?
In December 2013, there were about 1.4 million unclaimed balances worth approximately $532 million dollars on the books with the Bank of Canada*. Unclaimed balances on deposit with the Bank of Canada...
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What is a State Funeral & How is it Organized?
The recent state funeral to honour the former Federal Finance Minister Mr. Jim Flaherty, peaked my interest as to how a State Funeral is organized in Canada. Under the asepsis of the Department of...
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Kat Downey, Canadian Certified Executor Advisor (CEA)
I am thrilled to introduce you to the CICEA and let you know that I successfully completed the 30 hour on-line course offered by the Canadian Institute of Certified Estate Advisors and successfully...
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Canadian and Allied Veteran Funeral and Burial Program
In honour of Remembrance Day, I thought I would share this article from The Bugler that was published in 2011. There are still many people who are not aware of this Canadian and Allied Veteran Funeral...
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Are you Concerned About Protecting your ODSP Payment?
In the Province of Ontario regulations, the Ontario Disability Support Payment (ODSP) is a monthly payment, paid out to people who are found to be a “person with a disability” as defined under the...
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Ontario Estate Administration Tax Filing Rules
In our last blog we spoke about Ontario Probate becoming the Estate Administration Tax, the Certificate of Appointment of Estate Trustee and the importance of this certificate to confirm the...
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Process for Assessing & Collecting Ontario Estate Administration Tax
In the 2011 Ontario budget, the Ontario government indicated that they would tighten the probate filing rules to enhance compliance by transferring administration of the Estate Administration Tax from...
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