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 the Ministry of the Attorney General to the Ministry of Revenue and Finance. This change received royal assent in 2011 and was announced in force January 1st, 2015. Effective January 1st, 2015, the Ministry of Finance now has a more defined process for assessing and collecting the Estate Administration Tax (EAT). Read more
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 Ontario Disability Support Program Act. A person with a disability is someone who has a substantial physical or mental impairment that is continuous or recurrent and is expected to last a year or more. The physical or mental impairment must directly result in a substantial restriction in the person’s ability to work, take care of his or her self, or take part in community life. Additionally, the Province of Ontario regulations state that the impairment(s), its’ duration, and the restriction(s) must also be verified by an approved health care professional. Are you concerned about protecting this payment? 
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 and Burial Program, which the 
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.
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 include Canadian dollar deposits of a negotiable instrument issued or held by the federally regulated banks and trust companies. These funds can be in the form of a deposit account, bank draft, certified cheque, deposit receipts, money order, GIC, term deposit, credit card balance, or traveller’s cheque. Have you ever wondered if you have a dormant bank account?
Last week I worked with two adult daughters who want to send their mother’s cremated remains back to Poland.
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 safeguard the legal, personal and financial interest of private individuals and estates. The focus here is on the private individual.
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 take their loved one home and bury, scatter or entomb their cremated remains outside of Canada. Cremation containers are allowed on the plane with you providing you meet certain criteria.