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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Problems can occur whenever someone else must try to interpret what you want done. If you don’t bother making an estate plan, the government will provide one by default. Their idea of what happens to your money leaves no room for your personal wishes, tax savings or…
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The best answer is, before someone dies. Some people are meticulous about how their personal effects are to be divided. Personal effects, unless extremely valuable, are not usually itemized in a person’s will. Most people do not sweat making a list of their contents. This is not…
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Are you like Marko? His spouse, Anna, died but did not mention him in her will. Marko asked my office for a meeting with me. I spoke with him on the phone before we met. I needed to know if I could help him. Otherwise, I would…
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Ontario’s inheritance laws discriminate against common law spouses. You do not, by law, automatically inherit anything as a married spouse does when you partner dies. You and your partner must plan for your needs and to make a will. I’ll explain how you can fight back if…
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