Category: Estates

5 Tips to Protect Yourself with Powers of Attorney

You need to sign power of attorney documents to be protected. Here are a few things to remember about powers of attorney (POAs): 5 Tips to Remember Want more information? Need help understanding powers of attorney? Contact me for a meeting. Take advantage before fees increase. I…
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Powers of Attorney Essentials You Need to Know

Do you want the government managing your finances? You’ll need powers of attorney to protect yourself. You must designate, in writing, persons to act as your agent. In Ontario, there are two kinds of powers of attorney. Powers of attorney name substitute decision makers to handle a)…
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The Best Cure for Estate Planning-itis

Do you suffer from estate planning-itis? You may never know it. Has it infected you? It may or may not be contagious but can spread to your partner or spouse. Let me explain that a cure exists. Estate planning-itis is basically a fear of doing any estate…
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Steps to Prepare for Estate Mediation Success

To succeed at mediation, make sure you and your lawyer are prepared. Have your pre-mediation meeting before your mediation date. Here is a checklist to use before you attend your pre-mediation meeting. Checklist of Ten Things for Your Pre-Mediation Meeting Mediation offers you a shortcut to resolve…
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Avoiding Costly Money Mistakes for Your Loves Ones

What are the costliest money mistakes you can make? Forget about what happens to your money when the real estate and stock markets collapse. The biggest blunder is not having an estate plan. Why is that? Everything you worked for during your entire life can be wiped…
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The 7 Biggest Estate Planning Blunders

Problems can occur whenever someone else must try to interpret what you want done. If you don’t bother making an estate plan, the government will provide one by default. Their idea of what happens to your money leaves no room for your personal wishes, tax savings or…
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