Will Your Family Be Caught Unprepared in 2011?

Here is the easiest Estate Planning resolution you can keep. It’ll make sure that your family and your money are protected. Take this quiz.

It’s part of my book, Breakthrough Estate Planning: Finding All The Answers You’ll Ever Need. I have included it here for your benefit.

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Estate Planning Quiz

Answer “Yes”, “No” or “Unsure” for each question.

1. I have backup executors/guardians named in my will for minor children.

2. I have legally appointed someone to handle decisions for me if I cannot.

3. I have a strategy in place to save probate and income taxes.

4. I have provided for loved ones with special needs.

5. I have a plan to deal with my business if I die.

6. I regularly preview my estate plan to ensure that it achieves my goals.

7. I review my loved ones’ needs to ensure my estate will protect them.

8. I have an updated listing of assets and valuable documents.

9. My life insurance coverage will replace income and cover taxes.

10. My loved ones know where my up-to-date will is stored.

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After you’ve taken the quiz, see for yourself what you need to do next.

Take advantage of my free e-book on the Estate Planning: 7 Keys to Success.

All you have to do is register here. You’ll be able to read the e-book instantly and learn the keys to success. You are under no obligation. This e-book is totally free. It
is a helpful tool to get you started to meet your estate planning resolutions.

You can also read a sample chapter of Breakthrough Estate Planning here. I designed this book to answer the 7 most common questions asked by people in my estate planning law practice. It’s designed to help you avoid the 7 biggest estate planning mistakes.

Are you interested in online estate planning workshops? I will be hosting workshops for executors and estate advisors.

Send me an email and we will add you to our list for early bird registration.

Posted In: Estates, Powers of Attorney, Wills On: January 10th, 2011

“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

“Thank you for your professional advice and lawyering while I was planning my will, all accompanied with your patience and a sense of humour.” - Valerie G, Toronto

“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

Ed is a thorough, responsive estates lawyer who I would recommend to anyone when needing a will or dealing with estate issues. - Eva S, Toronto

Dear Ed and “Team Olkovich” “Thank you for your knowledge, expertise and hard work to make our executor duties (almost) stress-free. Will miss the laughs and stories you tell so well. All our appreciation always!” - Pat, Dave & John, Toronto

Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

“The easiest professional I had to deal with to settle my parents’ needs was Ed. I told him what we needed. He was gracious with his advice and help - without delaying matters.” - Iain N., Toronto

“Magic! The guy knows magic!” - Steve G., Toronto

“In the land of estate law, Ed is King.” - Cheryl W., Toronto