Category: Estates

Estate Planning Extras to Consider

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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What Are the Three Estate Planning Documents You Need?

Your Estate Plan has a variety of tools, including these three documents: 1) Will to name executors to distribute your property. 2) Power of Attorney for your financial affairs. 3) Power of Attorney for health-care decisions. You may be nervous about dealing with lawyers and professionals. But…
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The Opportunity of a Lifetime

Creating your Estate Plan will help you put your worries behind you. You benefit when you: • Protect valuable assets for the people you love. • Reduce income and probate taxes without risk. • Name the right person you trust for every job. • Ensure that your…
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Use These Estate Planning Steps to Protect Your Family

Let’s look at the six steps you should take to create an estate plan. This will protect you and your loved ones from disaster: 1. Get Ready — Identify your goals, assets and debts. 2. Save Taxes — Find ways to reduce income taxes and probate taxes….
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Your Estate Planning Summary

Here is a summary of what your Estate Plan does to save you time and money. It will help you organize your thoughts for when you meet your lawyer. Let’s look at the essential documents you’ll need: 1. Will • Names an executor and backup executor • …
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Estate Planning Holiday Gifts for Clients

It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart. This is the book that finally makes…
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Why Estate Planning Mistakes Happen

Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
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Estate Planning: Is Changing Your Will Easy?

One advisor asks: My clients left a one-page document with my assistant. They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients had found the form online and filled it out. Question: Should I…
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New Estate Features for Advisors

NEW: Ask Ed I'm inviting you to submit your estate questions to me. I'll select and answer questions in this blog. You can remain anonymous, if you wish. Submit your questions, comments or whatever is bothering you. I hope we can establish a dialogue on estate…
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Common Law Spouse Estate Problems

Do common law spouses have the same estate rights as married couples? Common law spouses do not have the same estate rights as married spouses. They can sue their partners’ estate for support and make a claim for unjust enrichment. Here are 3 steps that a court…
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“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

“Thank you for your professional advice and lawyering while I was planning my will, all accompanied with your patience and a sense of humour.” - Valerie G, Toronto

“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

Ed is a thorough, responsive estates lawyer who I would recommend to anyone when needing a will or dealing with estate issues. - Eva S, Toronto

Dear Ed and “Team Olkovich” “Thank you for your knowledge, expertise and hard work to make our executor duties (almost) stress-free. Will miss the laughs and stories you tell so well. All our appreciation always!” - Pat, Dave & John, Toronto

Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

“The easiest professional I had to deal with to settle my parents’ needs was Ed. I told him what we needed. He was gracious with his advice and help - without delaying matters.” - Iain N., Toronto

“Magic! The guy knows magic!” - Steve G., Toronto

“In the land of estate law, Ed is King.” - Cheryl W., Toronto

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