Let’s start with the positives. Good estate planning can make it possible for you to inherit millions of dollars. The best estate plans need professional advice and experts to avoid mistakes. Bad estate planning mistakes can start money wars. And money wars in an estate can cost…
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Here is an invitation to all financial advisors. You may need to advise clients about charitable gift giving throughout the year. I hope you can join me on Tuesday, November 30 from 12:00 – 1:00 p.m. St. Joseph’s Health Centre Foundation will hold a virtual networking and…
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Would you like to make sure your loved ones are protected? What would it be worth to you if, no matter what happens, you had a detailed plan of action ready? Well, I will share this information with you here, at no cost. You can use this…
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Here’s what happened after Marty died. Marty signed his will and had named his older brother, Vince, to be his estate executor. When Marty made his will, he had two young sons. Marty thought Vince would be a good money manager because he knew Marty’s family. 20…
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First off, you are entitled to condolences. Losing a spouse is a devastating event. It shatters your world and turns you upside down. You struggle with your new reality. Everyone is ready to give you advice and you are bombarded with questions. You need experienced legal advice…
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MrWills.com was born in 1997 after the first Ontario Make a Will Week campaign. I was founding chair of this Ontario program that ran November 17–23, 1997. Lawyers across Ontario were involved. At that time, only 39.8% of adult Ontario residents had a lawyer-prepared will (Decima Research,…
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Can you make your will with Alexa or Siri? Artificial intelligence may take over our lives. Voice activated search may eliminate smart phones and keyboards. Voice activated technology has already intruded our privacy and homes. The answer is ‘No’ to electronically signing wills when it comes to…
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You are brushing your teeth in the morning when it happens. You recall your daughter, Sandra, did not call you on your birthday yesterday. Your blood begins to boil. AGAIN. You know this may be petty. But despite your attempts to control your parental anger, you say…
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Making Wills Easy – New Summer Series 11 Now that you know the secret to giving your stuff away in your will (in case you missed it, read about it here), how do you change your will? Changing your will is not the same as making changes…
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Making Wills Easy – New Summer Series 10 You now know the secret to giving away your stuff from my last post. Now let me explain the benefits of designated assets. When you bought life insurance, you designated who benefits from your policy. You probably wrote down…
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