Category: Executors

Is There a Cure for Executor’s Disease™?

Do you play any sports? Maybe golf, tennis, or soccer? Each sport is played with a different set of rules. Unless you understand the rules, you cannot win. Similarly, you must understand the rules for protecting your money and family. Unless you understand the fundamentals, you will…
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How Estate Smart Are You? Part 2 of 2

Welcome to Part 2 of How Estate Smart Are You? Test yourself by selecting True or False for each question. Read the answers below. 6.     I can change my will by initialling the changes on the original documents. True □  False □ 7.     My spouse…
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Are You a Parent Without a Will?

You can use this easy bucket list of estate planning tips. Are you a parent that worries like Sarah, Connie or Steve? Sarah and her husband are taking their first break away from their 5-year-old twins. The parents have no wills. Connie is taking a retirement cruise…
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Use the Executor Mantra to Reduce Stress

Being an estate executor is stressful. Many people feel overwhelmed when suddenly they must take charge of an estate. You can easily make mistakes before you understand what’s involved. But now I can show you a new, stress-free way to succeed as an executor. Of course, you…
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Why Are Common-law Spouses Dangerous?

Canada’s Supreme Court has issued a warning for estate advisors. You need to become familiar with the concept of joint family venture. In February 2011 in the Kerr v. Baranow case, the Supreme Court clarified claims that can be made by common-law spouses. The decision affects you…
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