#3 Your Three Wishes – Getting What You Want Read my first previous post in my Breakthrough Wills and Estate Planning series, #2 Here’s Where You Start – Take Your First Step. You need a road map to reach your estate planning goals and to make your…
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#2 Here’s Where You Start – Take Your First Step Read my first post in this series, Breakthrough Wills and Estate Planning Series #1 Introduction. What Is an “Estate Sale”? What do you think of when you see these words? Probably the possibility of getting a bargain…
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#1 Introduction Dear Reader, What if something unexpected happened to you? I mean something serious enough to take you to the hospital or nursing home? Do you know who would take care of your children, your house and your money? Would you be prepared and have your…
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Read Part 1 of this post. Cover Your Legal Responsibilities to Dependants You cannot ignore your legal responsibilities in your wills. You are obligated to comply with Ontario’s family and estate laws to support your dependants. How do you know who is a dependant in Ontario? And…
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Wills are the cornerstone of every estate plan. Many people think any will can suffice, even those prepared without the assistance of a lawyer. However, few people consider that this is the key to safe estate planning. Estate planning requires that you know the laws of your…
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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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