Will Planning

What Happens If You Die Without a Will?

Most of us know that having a will is important, but statistics show that what we know about wills and the action we take with ...
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Estate Planning Checklist

Benjamin Franklin once claimed there are two things in life that are inevitable: death and taxes. In the case of those people who die without ...
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How To Involve Your Family In Estate Planning

Estate planning is an essential part of any financial plan. While you may think that having an estate plan is place is diligent enough, sharing ...
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Preparing your Heirs for Wealth

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not ...
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The Duties of an Executor

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. ...
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Should You Become Executor of Someone’s Estate?

By Carla Hindman, Director of Financial Education, Visa Canada One of the most important decisions you’ll make when writing your will is determining who should ...
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Can Probate be Avoided?

Executors often find that the probate process can be both time consuming and expensive.  Planning strategies exist that may eliminate or reduce the requirement of ...
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Twelve key documents you need to gather

By Brenda Spiering, Editor,BrighterLife.ca Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your ...
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