Tag: Estate Planning

Ask Ed: Estate Planning Will Problems

Advisor’s question: When my client died, she no longer owned the stocks named in her will. What happens to the gift? Ed’s Answer: It depends on the wording of the will. In many cases, the gift is said to have adeemed. That means it is lost. For…
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Estate Planning Holiday Gifts for Clients

It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart. This is the book that finally makes…
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Why Estate Planning Mistakes Happen

Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
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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 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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