Category: Wills

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…
Read full article

How Estate Smart Are You? Part 1 of 2

Test yourself – select True or False for each question. Then read the answers below. 1. I need a lawyer to make a will. True □ False □ 2. Common-law spouses automatically inherit their partner’s estate in Ontario. True □ False □ 3. I own everything jointly…
Read full article

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…
Read full article

Executor Dictionary of Terms – Administrators: Intestate or without a Will?

Allison was 35 and engaged when she passed away in a car accident. A successful business owner, she was too busy planning a wedding to worry about estate planning. Yet her family wished she had made a will. Allison had no will and no executor. Only next-of-kin…
Read full article

Why Executors Need Lawyers

Albert was the executor of his uncle’s small estate. He paid the beneficiaries what he roughly calculated they should receive. But he did not hold back enough to pay all the estate debts. Now he was in trouble and looking for legal help. What should you or…
Read full article

Will EstateTherapy™ Be Your Key to Change?

You know you have to change your ways. You never have time to handle all your work and chores. What about your responsibilities? You have to take the kids to that birthday party, karate lessons, then soccer, visit your parents, and it’s almost Friday. You have already…
Read full article

Wondering About Taxes and Estate Planning?

Learn how it works this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, April 10, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. I will discuss the tax mistakes people…
Read full article

The Secret Formula to Choose Executors Successfully

What will you say when a client calls for advice on choosing executors? Clients struggle trying to make the right decision. They need advice from you. Often I have seen clients put off making a will because they cannot decide who should be their executor. This is…
Read full article

Key Life Events Bring Estate Planning Needs into Focus

In its Executive Summary, the Canadian Task Force on Literacy states, “…financial literacy is an essential skill acquired through lifelong learning…” EXECUTIVE SUMMARY AND RECOMMENDATIONS Canadians and Their Money Building a brighter financial future Part of that requires everyone to have some estate literacy. This creates those…
Read full article

Do You Know Why Clients Do Not Make Wills?

The answer may be no one has sold them one. It’s a difficult sales job. Perhaps estate advisors need to do a better job marketing and educating clients about wills? The starting point may be to give people more persuasive and easy-to-understand information. When it comes to…
Read full article

Older posts

Newer posts

“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

“Thank you for your professional advice and lawyering while I was planning my will, all accompanied with your patience and a sense of humour.” - Valerie G, Toronto

“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

Ed is a thorough, responsive estates lawyer who I would recommend to anyone when needing a will or dealing with estate issues. - Eva S, Toronto

Dear Ed and “Team Olkovich” “Thank you for your knowledge, expertise and hard work to make our executor duties (almost) stress-free. Will miss the laughs and stories you tell so well. All our appreciation always!” - Pat, Dave & John, Toronto

Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

“The easiest professional I had to deal with to settle my parents’ needs was Ed. I told him what we needed. He was gracious with his advice and help - without delaying matters.” - Iain N., Toronto

“Magic! The guy knows magic!” - Steve G., Toronto

“In the land of estate law, Ed is King.” - Cheryl W., Toronto

416 769 - 9800 Email Us