Were you named as Ontario estate trustee or estate executor? You may think this is an honour, as most people do. You may have been asked if you would handle an estate for a friend or relative. The job of being an estate trustee is often thankless…
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Find out what this complicated situation requires with FP Answers. Need help handling an estate with or without a will? Contact me for a meeting. I have solved estate problems for decades by going to court or through mediation. I offer you a meeting to discuss your needs by Zoom or in-person…
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Wills are the cornerstone of most financial and estate plans. Wills designate who is your estate executor or Ontario estate trustee. Executors control your estate. Estates include all the stuff that you leave behind when you’re gone. Why Wills are Important Wills are more than a letter…
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Read Part 1 of this blog. Wills are not contracts. They cannot be enforced if they are invalid. Yes, this means will beneficiaries can be out of luck if a will is not valid. Online will providers (OWPs) can’t prevent elder abuse or mitigate suspicious circumstances that…
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What Are Online Wills? Online wills are DIY (do it yourself) or homemade wills created on websites that guide consumers through a standard set of questions. Once these questions are answered, consumers can print and sign wills with witnesses. These websites may or may not state that…
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Online will websites can be dangerous and not appropriate for everyone. Here is a summary of the top 5 reasons you should have a lawyer-prepared will: Are you afraid of what wills prepared by lawyers will cost? Do you think lawyer-prepared wills are bad investments? Is it…
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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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