Mary wants to cut out a niece from her will. Is this a simple matter? According to Mary, it is a simple change. She can prepare a one page document herself and have her neighbours sign as witnesses. Is she correct? What would a lawyer do when…
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Submit your estate questions here. I will select and answer them on my blog. I will not mention names if you wish to remain anonymous. Advisor Question: Clients ask what’s involved in updating or changing a will. It should be an inexpensive and simple process, right? Ed’s answer:…
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Advisor’s question: When my client died, she no longer owned the stocks named in her will. What happens to the gift? Ed’s Answer: It depends on the wording of the will. In many cases, the gift is said to have adeemed. That means it is lost. For…
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It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart. This is the book that finally makes…
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1. If you marry after the date of your Will, it will, in most cases, be automatically revoked. You should consult me or another lawyer again. 2. The following are some of the events that might occur, requiring you to mention them to me, or any other…
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Here’s a preview of these estate planning mistakes you want to avoid. 1. Make sure your will is current If your will is not up to date, it can be more expensive to deal with your assets after you’re gone. Changes in your relationships, beneficiaries, or assets…
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Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
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One advisor asks: My clients left a one-page document with my assistant. They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients had found the form online and filled it out. Question: Should I…
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NEW: Ask Ed I'm inviting you to submit your estate questions to me. I'll select and answer questions in this blog. You can remain anonymous, if you wish. Submit your questions, comments or whatever is bothering you. I hope we can establish a dialogue on estate…
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Here’s a preview of these estate planning mistakes you want to avoid. 1. Make sure your will is current If your will is not up to date, it can be more expensive to deal with your assets after you’re gone. Changes in your relationships, beneficiaries, or assets…
Read full article
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