A recent article in the Globe and Mail by famous author, Tim Cestnick, outlined 3 reasons wills can create problems. Tim explained why many wills are commonly challenged. Wills are legal documents that judges must validate – meaning that wills must comply with Ontario laws. In Ontario,…
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#8 Do-It-Yourself Quiz Avoid the biggest financial mistakes you can make when preparing your will. Read my previous post, #7 Do-It-Yourself Dangers. Answer Yes or No to each question in the following quiz and read my comments below them. I believe this exercise will convince you that…
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#7 Do-It-Yourself Dangers Read post #6 in my series, Breakthrough Wills & Estate Planning Series. You may, like a lot of people, prepare your own tax returns. As you may have found out the hard way, if you’ve ever made tax filing mistakes, the government can charge…
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#1 Introduction Dear Reader, What if something unexpected happened to you? I mean something serious enough to take you to the hospital or nursing home? Do you know who would take care of your children, your house and your money? Would you be prepared and have your…
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Professional estate planning advice offers the human touch that software and AI cannot. When it comes to estate planning, here are the benefits I offer you. I will show you how to take the first steps to: Need help reaching your estate planning goals? Make sure your…
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Find out with FP Answers here. Need answers? Call my office today or book a meeting. I am an Ontario Certified Specialist. Estate law is all I do.
Your Call to Duty It’s simple. When you act as executor, you are called to duty. A friend or relative may have asked you to be their executor. You may not even recall if you said yes or no. You may be worried that you’re inexperienced. You…
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To succeed at mediation, make sure you and your lawyer are prepared. Have your pre-mediation meeting before your mediation date. Here is a checklist to use before you attend your pre-mediation meeting. Checklist of Ten Things for Your Pre-Mediation Meeting Mediation offers you a shortcut to resolve…
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Read Part 1 and Part 2. Your choice of attorney for property is personal. Everyone has different options and needs. That is why you benefit from legal advice to help make the right choice. You can expect trouble if you make the wrong choice. Much depends on…
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Dying Without a Proper Will It turns people’s stomachs when I explain the costs and work that is needed when loved ones suffer from bad wills. Or, worse yet, when there is no will at all. This is mind-boggling to me. People spend money on their cell…
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