Tag: intermediate estate planning

Estate Planning: Is Changing Your Will Easy?

One advisor asks: My clients left a one-page document with my assistant.  They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients had found the form online and filled it out. Question:  Should I…
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Beyond Will and Estate Planning Essentials

I am chairing, with Oakville lawyer, Joanna J. Ringrose (www.estateslawyer.ca), an Ontario Bar Association half-day programme featuring intermediate and advanced will and estate planning topics. This is the topic I will be speaking on: 5 Success Strategies for Your Estate Planning Practice How to increase your profitability…
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