Are you an estate executor? A relative, friend or business associate could ask you to handle their estate. Studies show you probably don’t know what you are supposed to do. I have created a free ebook about your duties as an executor. You need a plan to…
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In my last post, we had frantic Ann searching for Olivia’s original will. I explained why you need to search for the original will. Now I’ll give you some tips on how to find wills. Executors need to know exactly where the will is and how to…
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Olivia was ill and went to the hospital one day for surgery. She told Ann to act as her executor right before she died. Now Ann was frantic trying to find Olivia’s will. Here are some of the steps Ann can take to find any missing wills….
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Are you interested in saving taxes? As of January 1, 2013, Ontario provincial probate rules have changed. New regulations will impact executors, estate advisors and your estate planning. What you know about reducing probate taxes may be obsolete. There is no longer a tax called “probate tax”…
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Do you jointly own property with someone? A secret severance can steal your survivorship rights to your most valuable asset – your home. Worse, it can force you into a lawsuit. Here is what you need to know. Is your home in joint tenancy with a spouse…
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Will a simple power of attorney prevent elder abuse? Your loved ones can become a silent victim of elder abuse. In many cases, a relative can fall into the clutches of scammers and fraudsters. Family members, caregivers, neighbors or contractors can take advantage of loved ones. To…
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