estate advisor

Executor Insurance from ERAssure.com – Marketing Mavens or What

Published on June 27, 2011 by

Question: As executor of a parent’s estate, do you need insurance to protect you?

James Daw’s Toronto Star article at moneyville.ca suggests one answer is ERAssure.com. I'll give you more info to consider. But you must check out this company’s site. It’s a marketer’s dream. Study it and learn ...

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Estate Planners – Has Your Life Expectancy Increased?

Published on June 14, 2011 by

Here’s an interesting short video to find the answer.

Watch IE.TV with Steve Krupicz, an actuarial consultant with Manulife Financial Corporation. He describes the new actuarial tables on life expectancy increasing by 1.7 years. It’s recorded by Investment Executive, at this link.

Krupicz uses an example ...

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Executors: Do you Really Want the Risk?

Published on May 17, 2011 by

You are the advisor to Janet and her family. She has trusted you for a number of years.

No surprise to you she asks you to be the executor of her estate. How should you respond?

Here are 3 things to consider:

  1. Does your relationship give you an advantage ...
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Estate Advisors – Are You Protected?

Published on May 12, 2011 by

How can advisors avoid liability when doing estate planning?

This issue always draws extra attention in professional meetings.

I chaired a programme this week called, “Beyond Estate Planning Essentials” for the Ontario Bar Association.

The audience of estate advisors included lawyers with private firms, and trust, tax and insurance firms ...

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