Tag: how to start estate planning

Breakthrough Wills and Estate Planning Answers

#6 Who Can Help You? Never Try This Alone Read my previous post in this series, #5 Your Goals for Specific Properties. Should you start the process of estate planning with a financial advisor, accountant or lawyer? People always ask me this question, and here’s what I…
Read full article

Breakthrough Wills and Estate Planning Answers

#4 Why Legal and Moral Obligations Matter Read my first previous post in my Breakthrough Wills and Estate Planning series, #3 Your Three Wishes – Getting What You Want. Can you do whatever you wish with your money? Short answer? No. Laws prevent you from doing something…
Read full article

Phone 416 769 - 9800 Email Us Email