Read Part 1 of this post. Cover Your Legal Responsibilities to Dependants You cannot ignore your legal responsibilities in your wills. You are obligated to comply with Ontario’s family and estate laws to support your dependants. How do you know who is a dependant in Ontario? And…
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Wills are the cornerstone of every estate plan. Many people think any will can suffice, even those prepared without the assistance of a lawyer. However, few people consider that this is the key to safe estate planning. Estate planning requires that you know the laws of your…
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Do we need to talk about your money? Now is a good time to know more about your alternatives. I am speaking from experience. People are living longer and need help with their finances as their needs change. You may think you are smart enough to handle…
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Read Part 1 of this post. Keep in mind that the most time you spend is at the start of your job. However, handing estates, even when there are no business or foreign assets, can be risky and time-consuming for 2 to 3 years. What if you…
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Does the law require you to remember what you said 10 years ago? You told your Uncle Dilbert about 10 years ago that you would consent to be his estate executor. Now, Dilbert has suddenly died. You are surprised to learn his last will named you his…
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Planning your will and estate for your loved ones is, in most cases, too important to leave to an online provider. I explain why in this post. Part of this first sentence is the subtitle of my 2007 book, Estate to the Heart: How to Plan Wills…
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Professional estate planning advice offers the human touch that software and AI cannot. When it comes to estate planning, here are the benefits I offer you. I will show you how to take the first steps to: Need help reaching your estate planning goals? Make sure your…
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Find out with FP Answers here. Need answers? Call my office today or book a meeting. I am an Ontario Certified Specialist. Estate law is all I do.
Estate planning is different if you are 28 or 58 and retiring. Make sure you and your loved ones are not at risk. Your Estate Planning Checkup If you already have an estate plan, then take this quiz to see how healthy it is. Use this checkup…
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Are you stuck trying to understand terms as an Ontario Executor? They may mean something different in another province or state. I have prepared your Ontario A-to-Z list in plain English to help. Do you have specific words that trouble you? Let me know and I will…
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