Making Wills Easy – New Summer Series 3 Maria was a nurse’s aide who married Walter. They lived together in Walter’s house for 17 years before Walter died without a will. Walter owned his house — in his name — after his divorce and had a large mortgage….
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Making Wills Easy – New Summer Series 1 If you died, what would your loved ones do? Friends or family may cry rivers of tears. But everyone will want to know if you left a will. Why? Because without a will no one knows what to do….
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Introduction Do you think you don’t need to make your will? This summer series will help you understand why that is a costly mistake you can avoid. If you think you are not ready to make your will, this summer series will get you in the mood….
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Are you still struggling to make your will without using a lawyer? Think you can do it yourself using an online service. No lawyer is involved online to provide advice. There are only dangers, not advantages, of not using lawyers to make your will. Let me describe…
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Estate trustees have investment duties. These duties are defined by courts, statutes and wills. Executors must invest estate funds as prudent investors. Let’s run through some key concepts. Executors don’t want to be sued personally for breach of trust. My new chapters on investment duties and breach…
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When should executors get help from professionals? The sooner you get advice the better. You want advice to protect yourself and the estate. Don’t assume that the same professionals the deceased used will meet your needs or standards. You can interview or meet with several lawyers before…
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Do you expect to inherit a joint bank account? Then you’ll want to know what happened to Wendy. Wendy needed to a lawyer to fight for a joint account she held with Larry. When Larry died, Wendy thought she would inherit the $64,000 in their joint account….
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Do you know what digital estate assets are? As an estate trustee, you have to secure estate property. This can include protecting valuable digital property. Here are some digital estate dos and don’ts for executors. Electronic or digital information can be a digital asset. It can be…
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Zombies are mindless but far from harmless. Zombies approach estate planning in a similar way. Are you mindlessly wandering, like a zombie, without a will or estate plan? Put your heart and mind into protecting your family. Discover the Perfect Plan to Protect Your Loved Ones. Zombies…
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How can you take good care of the ones you love? Read Bob Aaron’s article in his Toronto Star column. He explains what a will and an estate plan can accomplish. You will find valuable tips on: dangers of wills kits dealing with digital assets what happens…
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