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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Transfers of property into joint ownership are common will substitutes. However, these transfers can cause estate disputes. Joint ownership questions are frequent issues in estate lawsuits. If you are involved in a transfer into joint ownership, you should know what can go wrong. You could become involved…
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Has anyone ever asked you to be an executor? Better read this before you say “yes”. Handling someone’s estate affairs can put you at risk. Sometimes, you can feel like you fell out of a boat into shark-infested waters. Let me explain how executors get into trouble…
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Is it better to be a legal or beneficial owner of an asset? It is a simple question. But you may be surprised that most people don’t know the difference – and it can cost them, big-time. Let’s rephrase this question: If your name is on a…
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