The Best Cure for Estate Planning-itis

Do you suffer from estate planning-itis? You may never know it. Has it infected you? It may or may not be contagious but can spread to your partner or spouse. Let me explain that a cure exists.

Estate planning-itis is basically a fear of doing any estate planning. The older we all get the more difficult it is to treat.

Inertia means that doing nothing is the accepted estate planning approach for many. Once that sets in, it is harder to get started.

It is possible to breakthrough this inertia. Trigger events can break this spell. Here are some possible estate planning triggers:

* Your hockey buddy survives a heart attack
* Your high school classmate dies suddenly
* Your neighbour dies in their sleep
* Your relative asks you to serve as estate executor
* Your financial advisor asks if you have a power of attorney

You may panic and ignore some of these trigger events. Or, they may motivate you to search for answers.

You decide to do something about your own estate planning.

Google Is Not Your Estate Lawyer

You go online and visit various websites from businesses, law firms or financial institutions. They wish to sell you their services or products. Finding independent or neutral advice about your estate planning from reliable Canadian sources can be a challenge.

Trying to implement tax-saving plans or reducing probate costs can be more than challenging. The sources that you refer to may not educate but instead confuse you.

Do you need a trust more than you need a will? As you’ll discover, that depends. You decide to sleep on matters before you act.

Will AI Come to Your Rescue?

You search online for possible clauses to put into your last will. Now you want to deal with the family business, vacation property, and the grandfather clock that no one in your family wants.

Does this sound like you? You may have estate planning-itis.

I have a better suggestion. You can book an initial meeting with me to discuss your estate planning ideas. During this meeting I can give you information that you can rely on. I can explain estate planning concepts in plain and simple language.

I have written several books on estate planning. I have spoken to audiences across Canada and can make estate planning easy, even fun.

Take advantage of my offer of an initial 45-minute meeting at $375 before it increases. I offer you this time in person at my Toronto west-end office or by Zoom. You can discuss your needs and estate planning options.

Book your initial meeting now. Please take advantage of this initial meeting as I have limited availability. Set up a meeting today to discuss your needs.

Estate law is all I do.

Ed Olkovich