HOW TO LAUGH AT DEATH AND TAXES
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To Heir Is Human... (Summer 2025 newsletter)

3/8/2025

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​Welcome to the latest issue of To Heir Is Human, the newsletter highlighting tips from my book, as well as new developments in preparing for and managing estates. BIG NEWS for those who love libraries (and – let’s face it – they’re air-conditioned!), or want to see the book before you die (oops) buy, it’s now in the Toronto Public Library (14 copies and 30 holds!) – reserve a copy now.
 
For willmakers we have “KAPOW! Or KAPOA?” about the risks of naming powers of attorney with tips to help you manage.
 
For executors, we have “Two for one:” what to think about if you own property in more than one jurisdiction (the proverbial family cottage - also known as heaven or hell depending on your family).
 
For heirs and beneficiaries, we have “Widows and orphans” – many Canadians new to this country may follow traditional habits and many may have property “back home.” Wherever you are or are from, traditions, religion, and other cultural factors may impede discussions of PoAs and wills or, following a death, result in actions incompatible with Canadian law, in both cases with possible unfortunate outcomes.
 
We conclude with the usual Things that matter, all about some crazy people's efforts to improve the tortuous twists and turns of estate management and the related administration.  

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To Heir Is Human... to Inherit divine?

3/12/2024

 
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Here's Alice in Wonderland wondering whether she should drink the strange potion that could change her life. I can't really say that drinking in the latest (OK, second) issue -- Fall 2024 -- of the How to Laugh at Death and Taxes newsletter will be life-changing.  But give it a whirl because it has a few tips for executors, willmakers, heirs, and beneficiaries that may be helpful.  And there's one article about credit rating agencies that everyone can benefit from.  Enjoy and let me know what topics you'd like to see covered in future issues.  

To Heir is Human... To inherit divine?

31/7/2024

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It's a big big big day in the life of How to Laugh at Death and Taxes - this is first edition of To Heir Is Human, the related newsletter ready for you.  The book is full to the brim with facts and tips, but “the more things change, well, ... the more things change.” This newsletter aims to highlight some of these changes, and other challenges and pitfalls.  Without being legal, accounting, or other advice (go to professional lawyers, accountants, trust and estate professionals (TEPs) or certified executor advisors (CEAs) for that), it will give you insights into what to ask for your particular situation.  Each issue will cover one or more of the book’s sections, as well as other other bits and pieces.  
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What Executors, Willmakers, Heirs, and Beneficiaries Need to Know
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