Estate Planning Archives - Page 4 of 8

Why Is It Always About the Money?

I am going to talk to you about money. Money is what people fight over. Sure, they may use other excuses, but what everything boils down to is money or what it represents. My perspective, as a lawyer, is different. I do estate planning but also help…
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Estate Planning in the Ontario Wedding Season

It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates new property, support and tax rights for…
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Estate Planning – 7 Keys to Success – Take Action Now

Key 7: Take Action Now John and Jillian, both in their 30s, were going on vacation. They were leaving behind Heather, their five-year old daughter, for the first time. Suddenly they realized that they had no will, guardian, or trust set up for their daughter. They needed…
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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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Estate Planning Quick Start

Start By Creating an Inventory of What You Own You can do this by drawing a circle on a piece of paper. Everything you own fits into this circle. I call this your estate pie. The three slices in your estate pie are your Will Assets, your…
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How to Keep Your Family Safe This Summer

Hot summer days bring back memories of the sun and the family swimming at the beach. And when your family packs up for a summer trip, their safety is always your concern. You can protect your family with this quick estate planning review in a matter of…
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Your Estate Planning To-Do List

Get tips for your own estate planning to-do list this Sunday, June 5, 2011, 9 a.m. – 10 a.m. EST. Tune in to Zoomer Radio AM 740. Join me on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. We will discuss what…
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Estate Advisors – Are You Protected?

How can advisors avoid liability when doing estate planning? This issue always draws extra attention in professional meetings. I chaired a programme this week called, “Beyond Estate Planning Essentials” for the Ontario Bar Association. The audience of estate advisors included lawyers with private firms, and trust, tax…
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Is There a Cure for Executor’s Disease™?

Do you play any sports? Maybe golf, tennis, or soccer? Each sport is played with a different set of rules. Unless you understand the rules, you cannot win. Similarly, you must understand the rules for protecting your money and family. Unless you understand the fundamentals, you will…
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ABA Estates and Trusts Symposium, Washington, DC 2011

I just got back from the ABA Spring Trusts and Estates Symposium. What a wonderful city. Everyone we met was friendly. My wife and I were walking on the street when she noticed she had lost her umbrella. A woman passing by overheard us talking. She stopped…
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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