Tag: Estate Planning

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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Tips on Growing Your Estate

Listen in this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, May 8, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. I will discuss basic tips and tricks on growing…
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How Estate Smart Are You? Part 2 of 2

Welcome to Part 2 of How Estate Smart Are You? Test yourself by selecting True or False for each question. Read the answers below. 6.     I can change my will by initialling the changes on the original documents. True □  False □ 7.     My spouse…
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How Estate Smart Are You? Part 1 of 2

Test yourself – select True or False for each question. Then read the answers below. 1.    I need a lawyer to make a will. True □  False □ 2.    Common-law spouses automatically inherit their partner’s estate in Ontario. True □  False □ 3.    I own everything jointly…
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Are You a Parent Without a Will?

You can use this easy bucket list of estate planning tips. Are you a parent that worries like Sarah, Connie or Steve? Sarah and her husband are taking their first break away from their 5-year-old twins. The parents have no wills. Connie is taking a retirement cruise…
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