Tag: wills

Making Your Will – The 12 Critical Steps

All lawyers are not the same. Every lawyer works differently. Before you hire the wrong lawyer to make your will, do your homework. Find out what steps other lawyers will follow. Here are the steps I follow with my clients. What does it cost to make a will?…
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What Are the Three Estate Planning Documents You Need?

Your Estate Plan has a variety of tools, including these three documents: 1) Will to name executors to distribute your property. 2) Power of Attorney for your financial affairs. 3) Power of Attorney for health-care decisions. You may be nervous about dealing with lawyers and professionals. But…
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Your Estate Planning Summary

Here is a summary of what your Estate Plan does to save you time and money. It will help you organize your thoughts for when you meet your lawyer. Let’s look at the essential documents you’ll need: 1. Will •  Names an executor and backup executor • …
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Why Estate Planning Mistakes Happen

Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
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Key Life Events Bring Estate Planning Needs into Focus

In its Executive Summary, the Canadian Task Force on Literacy states, “…financial literacy is an essential skill acquired through lifelong learning…” EXECUTIVE SUMMARY AND RECOMMENDATIONS Canadians and Their Money Building a brighter financial future Part of that requires everyone to have some estate literacy. This creates those…
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Do You Know Why Clients Do Not Make Wills?

The answer may be no one has sold them one.  It’s a difficult sales job. Perhaps estate advisors need to do a better job marketing and educating clients about wills? The starting point may be to give people more persuasive and easy-to-understand information. When it comes to…
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