Month: January 2011

Estate Planning: The Good, the Bad, and the Ugly

What’s the difference between a good, bad, or ugly estate plan? Your answer may differ if you are the person creating the disastrous estate plan or a victim of poor planning. If you are a victim of bad estate planning, you have a different perspective. You could…
Read full article

How Estate Executors Hire Lawyers

This is one of the first decisions you get to make as an executor. Choose wisely – changing lawyers is time-consuming and expensive. After you do your preliminary research, interview prospective candidates. Look for referrals and search law firm websites. Note: Some estate problems will call for…
Read full article

Can You Remove a Bad Executor?

Karl was in a panic. His sister, Sarah, was executor of their father’s estate. “Sarah listed my parents’ home for sale. The asking price is way below what homes are selling for in the neighbourhood.  I can’t believe what she is doing. “She told me to go…
Read full article

Are You An Executor Looking for Help?

Most people do not know what executors are expected to do. Making the wrong decision can cause stress and get you into trouble. If you are a new executor of an estate, I know you are feeling overwhelmed. What should you do first? You have to protect…
Read full article

Want Help Understanding Your Role as Executor?

Sign up here for an Executor Workshop I am running for EstateTherapy.com on January 26, 8 – 9 p.m. EST. You will receive a copy of my book, Executor Toolkit: What Every Executor Needs to Succeed. You will learn my 3-step system to handle any estate. You will…
Read full article

How Not to Probate Wills in Ontario – A Case Study

Should YOU, as an executor, attempt to probate a will by yourself? Here’s the tale of Jennifer to teach you.  In her job with an insurance company, Jennifer filled out forms all day.  She thought it would not be much different filling out court forms.  Besides, she’d…
Read full article

Making Estate Planning Simple

My approach to estate planning is different. My purpose is to help you understand the essentials. You can take simple steps to protect your family and money. My aim is to help you with your estate planning purpose. Your money should go straight to the people you…
Read full article

Do You Want to Keep Your Sanity as Executor?

Here are 3 tips to keep you out of trouble. You must know the distinction between executor work and legal work. Get professional advice about your executor duties – the sooner the better. Not all lawyers are experienced in probate matters or can advise you. Will you…
Read full article

Phone 416 769 - 9800 Email Us Email