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How to Save and Store Critical Financial Information For Your Family

A great article and word doc to help you organize all your financial records, so, when you pass (die) your spouse/ survivors will be able to find you[...] read more »
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Legal Documents Of An Estate Plan

The Will, Enduring Power of Attorney and Personal Directive are the three legal documents in an estate plan read more »
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Estate Planning: Protect Your Assets

Estate planning is not something that concerns only the rich or the elderly. Everyone should have an estate plan to help protect your assets. read more »
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Creating Your Estate Plan

Spend some time creating your estate plan before taking it to the lawyer who will draw up your will. read more »
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How To Minimize Your Estate Costs

Planning to minimize your estate costs can be complex. Hire a professional to ensure you have considered all the strategies for your estate plan. read more »
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Enduring Power of Attorney is a key part of an estate plan

The Enduring Power of Attorney is a key legal document essential in an estate plan. It's just as important as the Will and Personal Directive. read more »
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10 Reasons Not to have a Will :Simple Financial Lifestyle

We say we want to simplify our finances but do you always find an excuse when it comes to certain financial topics. One topic many of us fail to cons[...] read more »
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Power Of Attorney: Why It’s So Important

When you appoint a person with power of attorney you trust them to make decisions for you in case you’re unable to. Here’s why it’s so important: read more »
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Checklist To Get Your Affairs In Order

First, allow me to give honor where honor is due. This post was inspired by Qantas Airlines as we took off from Brisbane, Australia. On the take of[...] read more »
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4 Things You Must Have in Order to Prepare for Your Death

When it is your time to go, it is incumbent upon you to have made some preparations for the eventuality. Here are the four things that you must have [...] read more »
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11 Steps To Financial Freedom – Create Or Update Your Will

I hope to develop a complete financial plan through these 11 steps to financial freedom. Step 10 is to create or update your will. read more »
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Assessing Your Estate Plan

Before making an appointment with your lawyer take some time to assess your situation and review your estate plan. read more »
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Forgot About An Old Bank Account? Find Your Money!

Have an old bank account that you never actually closed? Or maybe a relative died and you’re unsure if all their accounts were located to be given to[...] read more »
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Choosing An Executor Of A Will Is Important

Choosing an executor of a will is important. To highlight this, we look at why good kids are not always good executors. read more »
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Dying Without A Will

Dying without a will in common in Canada. When that happens, provincial laws and the courts decide who will settle the estate and who will benefit f[...] read more »
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