Could you be in a joint family venture? Diane was a common law spouse suffering because of a broken promise. She came into my law office looking for help. She had lived with her common law spouse, Fred, for 14 years. They shared the purchase price of…
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“Estate Sale.” What do you think of when you see these words? An estate sale sign is a symbol of problems you can avoid. You only need to have an effective estate plan. As a lawyer, I see this sign too often. Many times it’s in connection…
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Here are 3 tips to target for your good intentions: #1 Don’t be overly ambitious with your estate planning. You want your goals to be manageable to be successful. Don’t expect everything can be done overnight. How about starting with a will or power of attorney? #2…
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Now you’re ready to set your goals. Here are some 2 X 2 estate planning steps to take: • Set aside 2 hours to do your estate planning homework. (Yes you can do it. Use my book Estate to the Heart. It’s the world’s easiest estate planning…
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Want help with your estate planning resolutions? Ask a spouse, partner, or a family member to help you. Two people can do estate planning in a 2 X 2 approach that multiplies your chances of success. Why does the 2 X 2 approach work? Having a loved one…
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A court usually needs a valid reason to allow an executor /estate trustee to resign. Health problems that prevent you from finishing could be enough. But there are other factors to consider. You or your lawyer must take these steps to resign as executor: 1. the consent…
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Are you having doubts about being an executor of an estate? Run, don't walk, to an estate lawyer for immediate advice. Why? I'll tell you some stories I hear in my own law office. I am Ed Olkovich. I am a certified specialist in Estates and Trusts…
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Is an estate dispute causing you stress? These problems can eat up time and money. I know the best way to resolve them. You might think “This sounds too good to be true, Ed.” Well, your lawyer can’t guarantee you’ll win in court. You could end up…
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Are you confused and unable to start your estate planning? You’re not alone. I’ll give you three easy ways to start your estate planning. One is totally free. Many British adults say they don’t know where to begin their estate planning either. The secret to successful estate…
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Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with respect to your designated beneficiaries. Financial planners…
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