Estate Planning Benefits – News You Can Use

Published on March 3, 2014 by

How can you take good care of the ones you love?

Read Bob Aaron’s article in his Toronto Star column. He explains what a will and an estate plan can accomplish. You will find valuable tips on:

  • dangers of wills kits
  • dealing with digital assets
  • what happens if ...
Published in Estate Planning, Wills
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Estate Planning Strategies for Everyone

Published on February 21, 2012 by

“Estate Sale.” What do you think of when you see these words? An estate sale sign is a symbol of problems you can avoid. You only need to have an effective estate plan.

As a lawyer, I see this sign too often. Many times it’s in connection ...

Published in Estate Planning
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10 Executor Problems You Need to Identify

Published on December 26, 2011 by

A relative named you executor in their will.

Now what?

It doesn't mean you have to accept the job and all the responsibility with it. You can refuse to act as executor before you start the job.

Want to quit as an executor?

Once you start the job you must ...

Published in Executors
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How to Deal with Executor Problems

Published on December 23, 2011 by

Should you decline to act as an executor? Well, you can make an expensive mistake if you don’t.

But don’t worry. I can help keep you out of trouble.

I can help executors deal with

•  Difficult beneficiaries

•  Real estate responsibilities

•  Foreign ...

Published in Executors
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Solve Problems with Estate Mediation

Published on December 22, 2011 by

Is an estate dispute causing you stress? These problems can eat up time and money.

I know the best way to resolve them.

You might think “This sounds too good to be true, Ed.” Well, your lawyer can’t guarantee you’ll win in court. You could end up paying your lawyer ...

Published in Estate Mediation
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How to Contest a Will

Published on December 21, 2011 by

Are you shaking your head and wondering “How could I be left out of the will?” It happens, but there’s an easy solution to your problems.

Let me explain.

You need a lawyer to prove the other side’s wrong. But just one hour with a lawyer can cost you hundreds ...

Published in Wills
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How to Start Estate Planning Today

Published on December 7, 2011 by

Are you confused and unable to start your estate planning? According to Emma Ann Hughes’ FTAdviser.com article, you’re not alone. I’ll give you three easy ways to start your estate planning. One is totally free.

Many British adults say they don't know where to begin their estate planning either. ...

Published in Estate Planning
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Executor Income Tax Duties

Published on December 2, 2011 by

As the legal representative for an estate, executors must do 5 things:

1. File all required tax returns for the deceased.

These returns could be personal or for the deceased’s business. Multiple tax returns can sometimes be filed to save the estate money.

2. Hire a tax advisor to protect ...

Published in Executors
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Your Estate Planning Summary

Published on November 28, 2011 by

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

Published in Estate Planning
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Ontario Power of Attorney Problems

Published on November 2, 2011 by

Ask Ed: Submit your estate questions to EstateTherapy.com

Advisor Question: Are Home-Made Powers of Attorney Dangerous?

Ed's Answer:

Power of Attorney (POA) fraud is common. I no longer recommend that people rely on do-it-yourself power of attorney forms or kits. I‘ll explain the risk, and why clients need to ...

Published in Powers of Attorney
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