Category: Wills

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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Does Your Will Provide for Your Common-law Spouse?

Did your will give any property or support to your common-law spouse? You can expect lawyers to challenge your estate plan if that amount is inadequate. That’s the point I made during a recent call-in program on Wayne Baxter’s Right On the Money show for Zoomer radio,…
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Common-law Spouses – New Dangers Discovered

Canada’s Supreme Court has issued a wake-up call for common-law spouses. The law has changed based on decisions released February 2011. If you are a common-law spouse, you may not realize it but you have no legislative rights to inherit property in Ontario. In Kerr v. Baranow,…
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Some Surprising Statistics

Wondering why you haven’t carried out your estate planning resolutions yet? According to one survey of 831 lawyers in the U.S., you may not be alone. WealthCounsel, a nationwide organization of estate planning attorneys, in its January 2011 (Trusts & Estates) magazine summarized the key finding that…
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Estate Planning: The Good, the Bad, and the Ugly

What’s the difference between a good, bad, or ugly estate plan? Your answer may differ if you are the person creating the disastrous estate plan or a victim of poor planning. If you are a victim of bad estate planning, you have a different perspective. You could…
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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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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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