Planning your will and estate for your loved ones is, in most cases, too important to leave to an online provider. I explain why in this post. Part of this first sentence is the subtitle of my 2007 book, Estate to the Heart: How to Plan Wills…
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Professional estate planning advice offers the human touch that software and AI cannot. When it comes to estate planning, here are the benefits I offer you. I will show you how to take the first steps to: Need help reaching your estate planning goals? Make sure your…
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Estate planning is different if you are 28 or 58 and retiring. Make sure you and your loved ones are not at risk. Your Estate Planning Checkup If you already have an estate plan, then take this quiz to see how healthy it is. Use this checkup…
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A little while ago, Carol came into my law office. She placed a new leather portfolio on the boardroom table. She told me she had just come from a relative’s funeral. “I am executor of my brother’s estate, but I don’t know what to do,” Carol said….
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Wills need to be updated to protect your loved ones. Here are some events that require you to review and possibly update your will. If you wish at any time to revoke or alter your will, consult a lawyer. Legal formalities must be observed, otherwise your wishes…
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I am posting the slides from my estate planning presentation entitled, The Secrets of Estate Planning. This was held on December 4th, 2024 for St. Michael’s College School – Alumni Association. View slides here. Remember, this information is not legal advice. Always consult a lawyer to confirm…
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Find out with FP Answers here. Need answers? Call my office today or book a meeting. Estate law is all I do. Ed Olkovich
Do-it-yourself and online wills are all the rage again. But do you know that they can lead to estate problems? Most people do not know or understand property law, family, estate and tax laws to prepare wills that don’t create complications or legal concerns. If what you…
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Read Part 1 of this post, The Hidden Dangers of Passing Without a Will in Ontario. Here’s what happens in Ontario if you do not make a will. Intestate Rules Apply You do not get to choose who is your estate trustee without a will. This person…
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Having a will ensures your loved ones are provided for. Read Part 1 of this post. Your estate trustee or executor is the person named in your will to distribute your stuff. Without your will, courts must appoint an estate trustee without a will. Executors can be…
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