Category: Estates

Do You Want to Keep Your Sanity as Executor?

Here are 3 tips to keep you out of trouble. You must know the distinction between executor work and legal work. Get professional advice about your executor duties – the sooner the better. Not all lawyers are experienced in probate matters or can advise you. Will you…
Read full article

Will Your Family Be Caught Unprepared in 2011?

Here is the easiest Estate Planning resolution you can keep. It’ll make sure that your family and your money are protected. Take this quiz. It’s part of my book, Breakthrough Estate Planning: Finding All The Answers You’ll Ever Need. I have included it here for your benefit….
Read full article

Estate Planning Resolutions

Here are 3 estate planning resolutions you can keep. Use them to protect your family and to give you peace of mind. 1. Make a will – resolve to invest in a professionally-prepared will. The cost of this investment, spread out over a number of years offers the…
Read full article

What others have said…

Here’s what one attendee at Ed’s CGA-Toronto Chapter seminar on December 2, had to say about last night’s event: “Thank you very much for putting on this seminar – got a lot of reaction this morning, it was great, as usual! Also, I got your book, which I found…
Read full article

Executor Workshop – Wednesday, January 26, 2011

The Complete Start-to-Finish System In 90 minutes, you’ll learn how to save time and money as an executor. Read more here and get a bonus for registering today. Here is what other attendees have said about this program: “Good seminar. Helpful advice given in a clear, easily…
Read full article

“Are You Ready to Be An Executor?”

Are you…? • an executor who does not know their role and duties? • an executor who wants to know what to do and when? • trying to protect yourself from executor headaches? If you answered “YES” to any of these questions, you’ll love this online workshop. You will find…
Read full article

Executor Dictionary A-Z

Beneficiaries – Not All Are Equal Beneficiary: one who receives benefit under a trust, insurance policy or will As an executor, you must know that not all beneficiaries have the same rights. Here are three main types of estate beneficiaries: 1. Specific Gift Beneficiary Sarah got a…
Read full article

Phone 416 769 - 9800 Email Us Email