The Estate Blog

Use the Executor Mantra to Reduce Stress

Being an estate executor is stressful. Many people feel overwhelmed when suddenly they must take charge of an estate. You can easily make mistakes before you understand what’s involved. But now I can show you a new, stress-free way to succeed as an executor. Of course, you…
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Key Life Events Bring Estate Planning Needs into Focus

In its Executive Summary, the Canadian Task Force on Literacy states, “…financial literacy is an essential skill acquired through lifelong learning…” EXECUTIVE SUMMARY AND RECOMMENDATIONS Canadians and Their Money Building a brighter financial future Part of that requires everyone to have some estate literacy. This creates those…
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Do You Know Why Clients Do Not Make Wills?

The answer may be no one has sold them one.  It’s a difficult sales job. Perhaps estate advisors need to do a better job marketing and educating clients about wills? The starting point may be to give people more persuasive and easy-to-understand information. When it comes to…
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Do You Need to Become an Estate Therapist?

Too many clients have the wrong approach to estate planning. They think of it as preparing for death and dying – two terrifying taboos. As I’ll explain, this is not the approach here, at EstateTherapy.com. I want you to see estate planning in a new light. Estate…
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Are You Estate Illiterate?

Have you heard of the Task force on Financial Literacy? (www.financialliteracyincanada.com) It describes the need for lifelong learning when it comes to Canadians and their money.  But what does it say about what happens to your money and family when you are gone? The Task Force released…
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Resolving Estate Disputes with Settlement Conferences

You should speak to your lawyer about alternatives to resolve estate disputes without going to trial. This includes mediation using a third party mediator. If you have tried mediation and it was unsuccessful, consider a settlement conference. You’ll get real benefit from such a conference by following…
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Beyond Will and Estate Planning Essentials

I am chairing, with Oakville lawyer, Joanna J. Ringrose (www.estateslawyer.ca), an Ontario Bar Association half-day programme featuring intermediate and advanced will and estate planning topics. This is the topic I will be speaking on: 5 Success Strategies for Your Estate Planning Practice How to increase your profitability…
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