Tag Archives: Will

Our Weekly Tip: Make a Last Letter to Your Loved Ones

Write your letter as you plan the rest of your will

Our Tip of the Week: Writing a will can feel impersonal and even mechanical. After you’ve assigned beneficiaries to your estate and given your doctor end-of-life instructions, you can still feel as though you have more to say. The loose ends of … Continue reading

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“Where there’s a will, there’s relations.”

- Michael Gill
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Our Weekly Tip: Stop Estate Planning Procrastination Before It Starts

Fear and procrastination go hand-in-hand; learn how to prevent both

Our Tip of the Week: If you’re prone to procrastinating on projects, especially ones that don’t seem urgent, it can make a simple task take months or even years longer than it should. When you want to draft your own living will … Continue reading

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Our Weekly Tip: Write a Living Trust

A living trust enables management of property to be transferred before death, and avoids probate proceedings for loved ones after death

Our Weekly Tip: Explore the benefits of writing a living trust to help you manage and distribute your property both before and after your death. A living trust enables the settlor (the person who creates the trust: you) to transfer … Continue reading

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Our Weekly Tip: Before Death: Estate Planning

How can you ease the uncertainties that can arise with settling an estate?

3 Tips to Keep in Mind During Estate Planning: 1) Gain Clarity: Understand what will need to be managed with this particular estate. Debt? Bank accounts? Real estate? 2) Embrace Proactivity: Many believe that estate planning shouldn’t be a concern … Continue reading

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Our Weekly Tip: Estate Planning – You Don’t Have to Go it Alone

Estate planning can be overwhelming, but having a team to help with your decisions can make a big difference

Our Tip of the Week: Estate planning can be overwhelming, but there’s no need to figure it out all by yourself. Forbes published a great and extensive article on estate planning and mentioned how beneficial it can be to have … Continue reading

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