Kerry had her father’s property power of attorney and handled his financesonce he moved into a nursing home. When her divorce settlement costs grew to more than she anticipated, Kerry felt she could borrow money from her father’s account. A year later Kerry’s drinking got her fired…
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Join us for an Advisor Network Event Hosted by St. Joseph’s Health Centre Foundation. RSVP to Janine Kuzma, Associate Director, Gift Planning by November 12th, 2025. Do you have questions about including charities in your will? I can help. I offer you a confidential meeting to discuss…
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You were named estate executor under a will. You have been asked to handle a number of tasks in administering an estate. This means you should obtain legal advice. This post explains there is now only a two-year window to file certain claims in court. What does…
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Alex is caring for his aunt who can no longer handle paying her own bills. Alex’s aunt, however, is nervous about signing any legal papers. She should consult with her own lawyer to review any documents. The aunt has options to consider before signing property powers of…
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Lisa was finally leaving for her dream vacation. She wanted her daughter, Chloe, to handle her finances while she was away. She learned that she could specify that Chloe as her property power of attorney to handle her stock portfolio or that she could give her broader…
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Have you ever wondered: When someone dies, what happens next? It’s a mystery, for sure. If you have lost a loved one, I understand how you feel. If you ask most estate lawyers what happens next, they could give you a step-by-step guide to probate a will…
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