It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates … Continue reading
Start By Creating an Inventory of What You Own You can do this by drawing a circle on a piece of paper. Everything you own fits into this circle. I call this your estate pie. The three slices in your … Continue reading
Hot summer days bring back memories of the sun and the family swimming at the beach. And when your family packs up for a summer trip, their safety is always your concern. You can protect your family with this quick … Continue reading
Get tips for your own estate planning to-do list this Sunday, June 5, 2011, 9 a.m. – 10 a.m. EST. Tune in to Zoomer Radio AM 740. Join me on Right on the Money with host, Wayne Baxter, CFP, of … Continue reading
Listen in this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, May 8, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. I will … Continue reading
Learn how it works this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, April 10, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. … Continue reading
Did your will give any property or support to your common-law spouse? You can expect lawyers to challenge your estate plan if that amount is inadequate. That’s the point I made during a recent call-in program on Wayne Baxter’s Right … Continue reading
The old rules for common-law spouses no longer apply for estate planning. You may have not worried about mentioning your common-law spouse in your will. Your lawyer may have told you it was safer not to give your common-law partner anything. … Continue reading
Canada’s Supreme Court has issued a wake-up call for common-law spouses. The law has changed based on decisions released February 2011. If you are a common-law spouse, you may not realize it but you have no legislative rights to inherit … Continue reading
Tip #1 Remember that your marriage automatically revokes any previous will in Ontario. This is not the case in every jurisdiction, but if you don’t make a new will in Ontario, the government makes one for you. The government can … Continue reading