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Category: 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?

Read the full story

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

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

Changes to Probate Rules.

September 15, 2017 | By Caregiving Matters

Probate may affect your estate plans, listen to our podcast to learn more.

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Estate Planning Project, Financial & Legal

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

Facilitated Family Conversations.

July 21, 2017 | By Caregiving Matters

Could your family benefit from a professional 3rd party facilitator to help with important family conversations and decisions? Brian Shumak can help you with that.

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Estate Planning Project, Estate Planning Project, Podcasts

Estate Planning Project: Live Webinar for Advocis Toronto Chapter

July 3, 2017 | By Trish Richards

Join us on Thursday, July 6, 2017, at 1 p.m., when Caregiving Matters Chair Mary Bart hosts a complimentary webinar to give Advocis Toronto Chapter members an opportunity to learn more about the Estate Planning Project.

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Estate Planning Project, Estate Planning Project, Workshops & Events

“Hidden issues of second, third marriages and also divorce podcast” gets national exposure.

May 30, 2017 | By Caregiving Matters

Ever thought of what a second marriage or a divorce can do to your estate?

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Estate Planning Project, Financial & Legal

Hidden issues arising out of second and third marriages and also divorce

May 10, 2017 | By Caregiving Matters

Have you ever thought of what second and third marriages and also divorce can do to an estate plan?

Read the full story

Estate Planning Project, Estate Planning Project, Financial & Legal

Trusts – Best Practices in the New Estate Planning Paradigm

April 10, 2017 | By Caregiving Matters

Should a Trust be part of your estate plan? Listen to this podcast to learn more.

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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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