Estate Planning: 7 Keys to Success Archives

Estate Planning – 7 Keys to Success – Start Right to Finish Right

Key 1: Start Right to Finish Right You don’t want to start your estate plan on the wrong foot like Diane did. Diane is a busy mother of twins. She wants her children to be protected should something happen to her. Her idea is that, “Planning an…
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Will EstateTherapy™ Be Your Key to Change?

You know you have to change your ways. You never have time to handle all your work and chores. What about your responsibilities? You have to take the kids to that birthday party, karate lessons, then soccer, visit your parents, and it’s almost Friday. You have already…
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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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Estate Planning: The Good, the Bad, and the Ugly

What’s the difference between a good, bad, or ugly estate plan? Your answer may differ if you are the person creating the disastrous estate plan or a victim of poor planning. If you are a victim of bad estate planning, you have a different perspective. You could…
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Will Your Family Be Caught Unprepared in 2011?

Here is the easiest Estate Planning resolution you can keep. It’ll make sure that your family and your money are protected. Take this quiz. It’s part of my book, Breakthrough Estate Planning: Finding All The Answers You’ll Ever Need. I have included it here for your benefit….
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Why Is Estate Planning Like Pizza?

Ever tried to order a pizza from a menu with a choice of 1,000 toppings? Arugula, hot peppers and black squid ink crust. Wait, what was I thinking? That could never be a good choice. However, fear of making bad choices or estate planning mistakes is common….
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“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

“Thank you for your professional advice and lawyering while I was planning my will, all accompanied with your patience and a sense of humour.” - Valerie G, Toronto

“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

Ed is a thorough, responsive estates lawyer who I would recommend to anyone when needing a will or dealing with estate issues. - Eva S, Toronto

Dear Ed and “Team Olkovich” “Thank you for your knowledge, expertise and hard work to make our executor duties (almost) stress-free. Will miss the laughs and stories you tell so well. All our appreciation always!” - Pat, Dave & John, Toronto

Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

“The easiest professional I had to deal with to settle my parents’ needs was Ed. I told him what we needed. He was gracious with his advice and help - without delaying matters.” - Iain N., Toronto

“Magic! The guy knows magic!” - Steve G., Toronto

“In the land of estate law, Ed is King.” - Cheryl W., Toronto

Edward Olkovich Law Certified Specialist, Estates and Trust Law

Tag: Estate Planning: 7 Keys to Success