Tag: help for executors

Executors Need to Remember These Estate Tax Tips

Are you an estate trustee, wondering if you need professional tax help? You may say, “Why bother? After all, I prepare my own personal tax returns.” The risks are too great to do it yourself. I recommend clients avoid these risks. Forget about doing estate tax returns…
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Executors Need to Use Blueprints

It can happen overnight – suddenly, you’re an executor. You are put in charge of an estate. You have to probate a will. You need answers to your questions. What is an executor supposed to do? What do good executors do first? As a Certified Specialist in…
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Toronto Library Seminars for Executors

Are you planning your estate or running an estate? What do you know about probate? You don’t need to go to graduate school to be an executor/estate trustee. You do, however, need to have an overview of the probate process. What happens to an estate is everyone’s…
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Executor’s Duty to Protect the Estate

Are you handling an estate? Then this is your first duty as an estate legal representative. You protect persons, property, assets, valuables and family pets. You will learn this is the first of many duties. To help my clients, I explain the three primary executor duties in…
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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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Executors: Do you Really Want the Risk?

You are the advisor to Janet and her family. She has trusted you for a number of years. No surprise to you she asks you to be the executor of her estate. How should you respond? Here are 3 things to consider: Does your relationship give you…
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Why Executors Need Lawyers

Albert was the executor of his uncle’s small estate. He paid the beneficiaries what he roughly calculated they should receive. But he did not hold back enough to pay all the estate debts. Now he was in trouble and looking for legal help. What should you or…
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Why Pity the Estate Executor?

Can you imagine you’re suddenly an executor? Like most executors, you don’t have any experience handling an estate. Your new workload feels like you’ve just have taken on another full-time job. Estate Disputes Can Be Horrible You can now find out now that you’re going to be…
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How Estate Executors Hire Lawyers

This is one of the first decisions you get to make as an executor. Choose wisely – changing lawyers is time-consuming and expensive. After you do your preliminary research, interview prospective candidates. Look for referrals and search law firm websites. Note: Some estate problems will call for…
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