Tag: estate to the heart

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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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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Your Free, Easy Estate Planning Guide

I just finished drafting a new report called, Protect Your Family Today – Your Easy Estate Planning Recipe. It is an easy estate planning guide. In it, I explain how and why you are responsible for protecting your family. I’ve made it easy with 3 steps: Step…
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