Category: Wills

Executors Who Are Professionals Need This Checklist

You are a professional and your client asks you to be their executor. What do you need to know before you say ‘yes’? I identified the top 10 questions you should ask to protect yourself. 1. Are you ready to transfer your professional, impersonal relationship into a…
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Do You Need to Probate a Will for Joint Assets?

I know people are paranoid about probate. If I mention the word probate, some people panic. So let’s have some calm for a minute. I’ll explain some new twists on the subject to save you worry and money. I had an email exchange with Ben, an accountant….
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Follow These New Rules to Retain Estate Lawyers

Jerry was named in his father’s will as the estate executor. The will specified Jerry was to hire the father’s lawyer, Frank, to probate the will. But Jerry had a problem. He lived in North Bay and Frank, the father’s will lawyer, practiced in Toronto. Was Jerry…
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Are You an Estate Planning Zombie?

Zombies are mindless but far from harmless. Zombies approach estate planning in a similar way. Are you mindlessly wandering, like a zombie, without a will or estate plan? Put your heart and mind into protecting your family. Discover the Perfect Plan to Protect Your Loved Ones. Zombies…
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Estate Planning Benefits – News You Can Use

How can you take good care of the ones you love? Read Bob Aaron’s article in his Toronto Star column. He explains what a will and an estate plan can accomplish. You will find valuable tips on: dangers of wills kits dealing with digital assets what happens…
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“Wills and Estate Planning” with Ed Olkovich

 Event Notice: On Tuesday, February 11th, 2014 at Brentwood Library, Ed Olkovich will share his expert tips about making a will. For more information, click here: TPL Wills and Estate Planning – Money Matters – Feb 11 2014.  

Executors: Do You Need to Probate All Wills?

As estate trustee, here are some things you must know about wills: 1. Wills are legal documents. 2. Wills are subject to scrutiny and legal interpretation. 3. Wills can be declared invalid by a court. What happens if Jack’s 2013 will is contested in court? The court…
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Making Your Will – Where Do You Start?

Have you put off writing your will or thinking about estate planning? Perhaps you wanted to wait until you have had more time to ponder all your choices. At least that’s how you rationalized it. But if you don’t write a will, you cannot protect your family…
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What Do You Do If The Will Is Ambiguous?

My wife told me that her dream had an important warning. She described the characters in her dream. “They were wearing red coats. Red means risk and danger,” she said. “Don’t take any unnecessary chances today.” I’m no Sigmund Freud when it comes to interpreting dreams. But…
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