Tag: help for executors

6. Your Age Considerations as Ontario Executor

If you are 82 and live 3,000 miles away, you must seriously consider renouncing as executor. You don’t want to impair your health by administering an estate. Long-distance is a terrible way to find out you have a fire you can’t put out. Don’t start acting as…
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1. The estate is broke.

Consider this: if you are an executor with any of these headaches, you need expert estate advice. The estate is broke. If there are more liabilities than assets, think twice about getting involved. There may not be money to pay your fees or even lawyers’ fees to…
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Bad Legal Advice Costs Executors Plenty – Part 2

You recall from my last post Blake was Uncle Jerry’s estate trustee. I will finish Blake’s tale. You’ll learn how a simple matter can cost an executor plenty. In this post, I’ll also give you steps to protect yourself as executor. Blake, the executor or “estate trustee”…
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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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