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]

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]

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]

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]

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]