Tag: ontario estate

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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Breakthrough Wills and Estate Planning Answers

#5 Your Goals for Specific Properties Read the previous post in my Breakthrough Wills and Estate Planning Series, #4 Why Legal and Moral Obligations Matter. You may wish to deal with specific assets, such as key properties like a business, heirlooms or a beneficiary’s request, in your…
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DIY Wills: The Costly Mistake You Might Be Making

Do-it-yourself and online wills are all the rage again. But do you know that they can lead to estate problems? Most people do not know or understand property law, family, estate and tax laws to prepare wills that don’t create complications or legal concerns. If what you…
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