Welcome to our second year of our Estate Planning Project.

We are excited to continue this project in 2018.  This year we are doing a series of podcasts with estate planning experts and a full day of workshop in September.  The workshop details are noted below.


Estate Executor Workshop

The good.  The bad.  The ugly.

Join us for a FREE workshop to learn about being an Executor. This job is never easy or fun.

People should attend who:

  1. Have not yet named their Executor
  2. Are thinking of changing their Executor
  3. Will have this role in the future
  4. Are currently in this role

 

Date:  Saturday September 29, 2018

Time:  9:30 am to 3:15pm

 

Location:

King City Seniors’ Centre

30 Fisher St, King City, ON L7B 1G3

 

Workshop Agenda

9:30 9:45 Mary Bart Introduction and Welcome
9:45 10:30 Lawyer Margaret Black Estate Executors Responsibilities and Roles
10:30 11:15 Accountant Linda Alderson From Here to Eternity?  The before, during and after basics of Estate Record Keeping.
11:15 12:00 Estate & Executor Services,

Dean Dunbar

What the Will doesn’t say!
12:00 12:45 Lunch
12:45 1:30 Funeral Director Kat Downey Planning Ahead – Is Your Estate Protected?
1:30 2:15 Lawyer Anar Dewshi How to choose your Estate Executor.
2:15 3:00 Lawyer Amy MacAlpine Common Mistakes an Executor can Make
3:00 3:15 Mary Bart Wrap UP

Parking Information:

There is very limited parking at the front of the King City Seniors’ Centre on Fisher St.  There is however a large community parking lot on Doctor’s Lane which is one block west of Fisher off of King Side Road.

This community parking lot is directly across the road from the post office.  There is a marked path from this parking lot to the King City Seniors’ Centre.  Look for the King City Senior’s Centre sign facing the parking lot and follow the path up a short hill.  The path is on the right hand side of the centre and the entrance is at the front.  The front of the building is on Fisher Street, the back of the building can be reached by the parking lot on Doctors Lane.

 

This is one workshop you cannot afford to miss.

 

RSVP or questions:  Mary Bart at 905 939 2931

Presented by:  Caregiving Matters, registered charity # 82293 0616 RR0001

 

Funded by the Government of Canada


This year, we plan to do more blog posts, more podcasts and produce a full day of workshop in September, with estate planning experts.  These workshops will be filmed and the videos will be available to watch in early October.

Our goal is to offer public education on a wide-range of estate planning topics. With a growing, aging population, unprecedented wealth transfer from one generation to the next, and the dramatic rise in estate litigation, the need for estate planning public education has never been greater.

This is a technology-based project that will produce podcasts (taped telephone interviews) articles, website blog posts and links to estate planning resources and services. Each podcast will feature a specific topic and a guest expert in a causal conversational, questions and answers format. The content will be short, easy to understand and wide-ranging. Aired podcasts will be stored and cataloged. Site visitors will be able to scan the list of podcasts and “click, listen and learn” at their own pace. The blog posts and articles will also be archived on our site. We will reach our audience where they live, on their own terms, when they have the time and energy to listen and learn. Contact information about each expert will be included both within the project and also in our main Resource Directory on our site so that site visitors may contact the guest experts to further explore the topic and discuss their issues in a confidential manner.

As a social, collaborative initiative, experts such as lawyers, accountants, funeral directors, estate advisors and financial planners will share their insights, promote their organizations and augment their current marketing efforts/reach.

This project, however is not a substitute for seeking personalized, professional advice. In fact, we hope to raise issues for our audience to consider and then further explore on their own with either the experts joining this project or with their own local experts.

We will gladly work with individuals and groups who share our desire to educate the public on estate planning. For example, some may want to be podcast guest experts, others may offer to promote the project to their clients or to their own groups and associations while others may want to post the project on their websites (as part of their own social media strategies). We assume that most people interested in this project will have specific ideas to support our initiative.

There are sponsorship and advertising opportunities for those working in the estate planning industry. We are open to discussing how this project can benefit other organizations corporate goals while also supporting increased public education.

This project is for all of us to develop, share ideas and create exciting ways to come together to educate the public on a wide-range of estate planning topics.

 

AND FINALLY:

This is FREE, general public information and education.  We hope you enjoy listening to the podcasts, reading the blog posts and watching our videos.  Either contact our estate planning experts who join our project or seek out one in your own local community to discuss your estate planning needs.

If you are an Estate Planning expert and would like to learn more about our project, please contact our office at 905-939-2931.


Thank you to everyone who attended our 2017 Estate Planning Workshop.

Here are the details about that workshop.

Estate planning can be complicated, complex and stressful. We offered a full day of FREE workshops by estate planning experts on a wide-range of estate planning topics. The goal for the day was to offer you educational workshops, opportunities to have your questions answered and connect with local estate planning experts.

Date: Saturday, October 21, 2017
Where: Kingcrafts Studio, 12936 Keele Street, King City, ON L7B 1H8

 

We wish to thank the five estate planning experts for joining our workshop.  Here are their videos that we filmed during their presentations.

 

Douglas Alderson, Lawyer, Author
Meeting with a lawyer and dealing with an estate audit

Scot Dalton, CEO, ERAssure
Executor Insurance

Charles Ticker, Estate Litigation Lawyer and Mediator
Sibling Estate Fights

Phelim O’Malley, Estate Planning Consultant, Author
Changes to Testamentary Trusts and the effects on Estate Planning

Brian Shumak, B.Sc., CLU, CFP, CHS, CFDS, TEP, EPC
The ABCs of financial and insurance planning

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