The other day, a client asked my advice about challenging a will. Her relative, let’s say it was an Uncle Fernando, had died 3 years ago without a spouse or children. Fernando had told everyone what was in his will: “I’m going to divide things equally among…
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Test yourself – select True or False for each question. Then read the answers below. 1. I need a lawyer to make a will. True □ False □ 2. Common-law spouses automatically inherit their partner’s estate in Ontario. True □ False □ 3. I own everything jointly…
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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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Seminars, workshops or webinars offer excellent ways for you to emotionally connect with your audience. That’s my thinking based on re-reading an article by George Hartman in the Investment Executive (November 2010). Hartman was writing about how seminars are making a comeback. He was reviewing the 3rd…
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Beneficiaries – Not All Are Equal Beneficiary: one who receives benefit under a trust, insurance policy or will As an executor, you must know that not all beneficiaries have the same rights. Here are three main types of estate beneficiaries: 1. Specific Gift Beneficiary Sarah got a…
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