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Category: Estate Planning Project

The importance of communication when dealing with Wills.

November 30, 2018 | By Caregiving Matters

Don’t be afraid to talk about your Will.

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Estate Planning Project

Estate planning IS for everyone.

October 28, 2018 | By Caregiving Matters

Did you know that there can be more than 70 individual tasks associated with settling an estate?

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Estate Planning Project, Estate Planning Project, Financial & Legal, Senior's Rights

Assets and Debts

September 19, 2018 | By Caregiving Matters

Lawyer Cynthia Hiebert-Simkin helps families deal with a wide range of estate issues including preparing Wills, applying for probate and handling estate administration.

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Estate Planning Project

Let’s talk about death and dying.

July 26, 2018 | By Caregiving Matters

Lawyer Barbro Stalbecker-Pountney speaks about death, dying, funerals and some key issues of estate planning.

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Estate Planning Project, Estate Planning Project, Podcasts

The critical importance of purposeful intergenerational estate planning to effective family enterprise succession planning.

May 16, 2018 | By Caregiving Matters

Have your estate plans included your business and the transfer of wealth to other generations?

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Estate Planning Project, Estate Planning Project

The Estate Planning Project Video #3: Sibling Estate Fights.

January 22, 2018 | By Caregiving Matters

Charles Ticker, Estate Litigation Lawyer and Mediator spoke of real life cases where adult children sue each other, often for years.  This is a very interesting video, well worth watching.

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Estate Planning Project

The Estate Planning Project Video #2.

January 16, 2018 | By Caregiving Matters

Executors can be sued and buy insurance to be protected. Learn more about this topic by watching this video.

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Estate Planning Project

The Estate Planning Project Video #1: Meeting with a lawyer and dealing with an estate audit.

January 8, 2018 | By Caregiving Matters

Watch this video to learn about how to meet with a lawyer and deal with an estate audit.

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Estate Planning Project

FREE Estate Planning Workshop

October 10, 2017 | By Caregiving Matters

The goal for our one day event is to offer you educational workshops, opportunities to have your questions answered and connect with local estate planning experts.

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Estate Planning Project, Financial & Legal, Workshops & Events

Advocis Toronto Webinar Re-cap.

September 9, 2017 | By Caregiving Matters

Advocis Members: Did you miss our live July webinar? You can hear a re-cap of it here.

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Estate Planning Project, Estate Planning Project

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Are you an expert on issues surrounding Estate Planning? Become a Guest Expert on the Estate Planning Project Podcast!

VIEW ESTATE PLANNING RESOURCES

Recent Podcast Episodes

  • The importance of communication when dealing with Wills.
  • Estate planning IS for everyone.
  • Assets and Debts
  • Let’s talk about death and dying.
  • The critical importance of purposeful intergenerational estate planning to effective family enterprise succession planning.
  • The Estate Planning Project Video #3: Sibling Estate Fights.
  • The Estate Planning Project Video #2.
  • The Estate Planning Project Video #1: Meeting with a lawyer and dealing with an estate audit.
  • FREE Estate Planning Workshop
  • Advocis Toronto Webinar Re-cap.

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