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Our Guides to Estate and Financial Planning, Free upon request.
Although no one would dispute its importance, the creation and maintenance of a legal, signed Will is frequently overlooked.
Our Guide to Wills and Executors provides a comprehensive overview of many of the issues commonly encountered in making a Will and serving, or selecting an estate executor. After reading it you may feel better able to [...]
Developing your Estate Plan does not need to be a complicated process for most:
1. Complete a Will and Estate Planning Questionnaire.
2. Identify your objectives for your estate.
3. Think through your objectives based on your present situation.
4. What do you need to do to achieve objectives?
5. Meet with appropriate advisors to implement your plan.
6. Periodically review [...]
Power of Attorney, like a will, is an important yet frequently overlooked part of one’s overall estate plan. It is often a simple document, easy and inexpensive to prepare, that can be an invaluable measure in protecting your estate, and your family from financial difficulties in times of personal duress.
Power of Attorney is a document [...]
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Financial Planning is the process of meeting the goals of your life through the proper management of your financial resources.
It covers all matters related to your estate and your current financial situation and includes such elements as day-to-day cash [...]
“A man who dies without a will has lawyers for his heirs.” Anon…
Although no one would dispute its importance, the creation and maintenance of a legal, signed Will is frequently overlooked.
Our Will Planning Guide provides a comprehensive overview of many of the issues commonly encountered in making a Will. After reading it you may feel [...]
Farm succession planning is one of the most critical and inevitable issues in the life of any family farm business, but it needn’t be the intimidating undertaking that it might seem. The important thing is to get a plan and get started!
To Receive your FREE Farm Succession Planning Guide please fill in the information requested. [...]
Developing your Estate Plan does not need to be a complicated process for most.
1. Complete a Will and Estate Planning Questionnaire.
2. Identify Your Objectives for your Estate.
3. Think through your objectives based on your present situation.
4. What do I need to do to achieve my objectives?
5. Meet with appropriate Advisors to Implement your plan.
6. Periodically [...]
If you or someone you know is, or will be, serving as Executor of an estate — or if you are currently planning your will and deciding upon a suitable Executor — we would be pleased to send you our Guide to the Roles and Responsibilities of the Executor.
This document provides you with detailed and [...]
My husband died at the age of 59 may 24 2003
I was 57...I am 64 now
My income is 30,000
Have I ...
I was wondering my step aunty is POA for my dad and he has passed away is the POA responsible ...
After reading this, I was not too impressed with the way my mortgage renewal went! It so happens that ...
Having executed a will in accordance with all requirements what are the provisions for 'winding up ' the operation? Is ...
Correction to my posting I was under 35 years old (31 to be precise)
My husband passed away 28 years ago, I was under 25 at the time and was told I was not ...
Will I receive my old age pension if I move out of the country.
I also get CPP. 
I just sat reading most of the comments on CPP and OAP pensions. I find most of these very ...
Hi
I am getting 65 years and entitled for CPP and Old Age Security but my wife is only 59 years ...
My wife has never worked outside of the home. When she reaches 65 will she be entitled to OAS ...
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