Showing by category: Estate Planning

Should you have a lawyer prepare your will, or is a do-it-yourself will kit adequate? This is one of the most common questions I get from clients. I get it; everyone likes a good deal. A lawyer wil [more]
Executor’s checklist: What are the duties of an executor?
According to the Canadian Bar Association, "The executor gathers up the estate assets, pays the deceased's debts, and divides what remains of the deceased's estate among the beneficiaries." While t [more]
Common Fears of Estate Planning
No matter how you look at things, Estate Planning involves emotions. Some common emotions include the joy of giving to loved ones, sadness that you won't be around to see how loved ones might enjoy yo [more]
Estate Planning: Seven questions that will change lives
Bob and Beth had lived near Edmonton where Bob had operated a highly successful company for over 30 years. They were multimillionaires. Bob and Beth had wills in which they would leave everything t [more]
Different types of beneficiary designations
One of the most important decisions you will make when setting up your financial plan is appointing beneficiaries on the various products you own (RRSPs, RRIFs, LIRAs, Life Insurance, etc). Naming a [more]