Category: Estates

Want Help Understanding Your Role as Executor?

Sign up here for an Executor Workshop I am running for EstateTherapy.com on January 26, 8 – 9 p.m. EST. You will receive a copy of my book, Executor Toolkit: What Every Executor Needs to Succeed. You will learn my 3-step system to handle any estate. You will…
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How Not to Probate Wills in Ontario – A Case Study

Should YOU, as an executor, attempt to probate a will by yourself? Here’s the tale of Jennifer to teach you.  In her job with an insurance company, Jennifer filled out forms all day.  She thought it would not be much different filling out court forms.  Besides, she’d…
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Making Estate Planning Simple

My approach to estate planning is different. My purpose is to help you understand the essentials. You can take simple steps to protect your family and money. My aim is to help you with your estate planning purpose. Your money should go straight to the people you…
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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…
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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….
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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…
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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…
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