#7 Do-It-Yourself Dangers Read post #6 in my series, Breakthrough Wills & Estate Planning Series. You may, like a lot of people, prepare your own tax returns. As you may have found out the hard way, if you’ve ever made tax filing mistakes, the government can charge…
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#6 Who Can Help You? Never Try This Alone Read my previous post in this series, #5 Your Goals for Specific Properties. Should you start the process of estate planning with a financial advisor, accountant or lawyer? People always ask me this question, and here’s what I…
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#5 Your Goals for Specific Properties Read the previous post in my Breakthrough Wills and Estate Planning Series, #4 Why Legal and Moral Obligations Matter. You may wish to deal with specific assets, such as key properties like a business, heirlooms or a beneficiary’s request, in your…
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#4 Why Legal and Moral Obligations Matter Read my first previous post in my Breakthrough Wills and Estate Planning series, #3 Your Three Wishes – Getting What You Want. Can you do whatever you wish with your money? Short answer? No. Laws prevent you from doing something…
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#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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Do we need to talk about your money? Now is a good time to know more about your alternatives. I am speaking from experience. People are living longer and need help with their finances as their needs change. You may think you are smart enough to handle…
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