Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with … Continue reading
I am Ed Olkovich, a Toronto lawyer and Certified Specialist in Estates and Trusts Law. My blog has breakthrough ideas for estate planning and executors. I aim to provoke, propose and to persuade you to take action.
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Most people want advice. They already have too much information and need help making better decisions. You need to do some homework to make your will. Get a referral to an experienced estate lawyer from professionals you already know and … Continue reading
Are you tempted to use a kit to create your will? The danger with will kits is that they claim to be "legally approved." Well, that's hardly accurate. Only lawyers can express a legal opinion on a will after you … Continue reading
If you have a will, here are some reasons to update it: 1. You divorce, separate or cohabit with a new partner. 2. Children are born, adopted or you need new guardians. 3. You now have grandchildren or stepchildren. 4. … Continue reading
Your Estate Plan has a variety of tools, including these three documents: 1) Will to name executors to distribute your property. 2) Power of Attorney for your financial affairs. 3) Power of Attorney for health-care decisions. You may be nervous … Continue reading
Creating your Estate Plan will help you put your worries behind you. You benefit when you: • Protect valuable assets for the people you love. • Reduce income and probate taxes without risk. • Name the right person you trust … Continue reading
Let’s look at the six steps you should take to create an estate plan. This will protect you and your loved ones from disaster: 1. Get Ready — Identify your goals, assets and debts. 2. Save Taxes — Find ways … Continue reading
Your loved ones could be at risk. Use this checklist to make sure you have protected them. Answer each question with a "yes" or "no" response. 1. I have a written plan to protect loved ones if something happens to … Continue reading
How secure is your family? Is estate planning confusing you? Sign-up for my free estate webinars. My free webinars are online presentations on estate planning topics. You’ll learn 3 estate planning secrets in 30 minutes. I host the webinars every … Continue reading
How do my free estate webinars work? My webinars are 30-minute online presentations. My November webinars are celebrating Make-Your-Will Month. I will help you understand how to make a good will and update it to protect your family. You will … Continue reading
