We all know we need an up-to-date will, and we know a critical part of a valid will is the appointment of our executor or trustee. So who have you…
Category: Wills & Estate Planning
Why You Need a Professional Estate Executor or Trustee
We all know we need an up-to-date will, and we know a critical part of a valid will is the appointment of our executor or trustee. So who have you…
Planning for Incapacity
What is incapacity? Legally, “incapacity” is not being able to understand information you need to know to make decisions, or not being able to understand the consequences of decisions. Incapacity…
Cottage Succession - Transferring the Family Cottage
What is cottage succession? Succession of your family vacation property, whether you call it a cottage, camp or cabin, is its transfer to new ownership. You can leave it to…
Guardianship of Your Disabled Adult Child
What is adult guardianship? Most people are aware of the concept of appointing a guardian for your minor children in your will. But some children will require guardianship into adulthood…
Estate Bonds
What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…