Tag: help with estate planning

You’re Invited!

Join us for an Advisor Network Event Hosted by St. Joseph’s Health Centre Foundation. RSVP to Janine Kuzma, Associate Director, Gift Planning by November 12th, 2025. Do you have questions about including charities in your will? I can help. I offer you a confidential meeting to discuss…
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Powers of Attorney Essentials You Need to Know

Do you want the government managing your finances? You’ll need powers of attorney to protect yourself. You must designate, in writing, persons to act as your agent. In Ontario, there are two kinds of powers of attorney. Powers of attorney name substitute decision makers to handle a)…
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The Best Cure for Estate Planning-itis

Do you suffer from estate planning-itis? You may never know it. Has it infected you? It may or may not be contagious but can spread to your partner or spouse. Let me explain that a cure exists. Estate planning-itis is basically a fear of doing any estate…
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Avoiding Costly Money Mistakes for Your Loves Ones

What are the costliest money mistakes you can make? Forget about what happens to your money when the real estate and stock markets collapse. The biggest blunder is not having an estate plan. Why is that? Everything you worked for during your entire life can be wiped…
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