#3 Your Three Wishes – Getting What You Want Read my first previous post in my Breakthrough Estate Planning series, #2 Here’s Where You Start – Take Your First Step. You need a road map to reach your estate planning goals and to make your wishes come…
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#2 Here’s Where You Start – Take Your First Step Read my first post in this series, Breakthrough Estate Planning #1 Introduction. What Is an “Estate Sale”? What do you think of when you see these words? Probably the possibility of getting a bargain because someone needs…
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#1 Introduction Dear Reader, What if something unexpected happened to you? I mean something serious enough to take you to the hospital or nursing home? Do you know who would take care of your children, your house and your money? Would you be prepared and have your…
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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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