Wills are not contracts and cannot be enforced if they are invalid. Yes, beneficiaries in wills can be out of luck if you use DIY online will providers. These will providers cannot prevent elder abuse or reduce suspicious circumstances that allow courts to question wills. You cannot…
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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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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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The wrong executor can, accidentally start family feuds, waste your money and rob your family and friends of their rightful inheritance and future security. Sloppy, incompetent, negligent or dishonest executors can plunder your estate. It can happen to you. I’ll describe three common mistakes that can cost…
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Worried you’ve not chosen the right executor? This free 30-minute webinar will help you discover the new factors to choose estate executors. When: TODAY – Thursday, September 18, 2025 at 2 p.m. EST Where: Online via Zoom Enjoy this free webinar from the comfort of your home…
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Choose Your Estate Executor Wisely: How to Avoid Costly Mistakes Worried you’ve not chosen the right executor? This free 30-minute webinar will help you discover the new factors to choose estate executors. When: Thursday, September 18, 2025 at 2 p.m. EST Where: Online via Zoom Enjoy this…
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Clients ask me if it is okay for their adult children to use online will providers to make their own wills. The answer is not complicated, but you must know why. First, let me make two disclaimers: You can have your financial planner answer questions about estate…
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