Executor Survival Kit: You’ve Been Named. Now What? So… you’ve just found out you’ve been named executor. Maybe you expected it. Maybe it came out of left field. Either way, it’s official. You’re now the person responsible for settling someone’s Read more
The Worst Estate Planning Advice of All Time In recent years, I’ve heard some of the worst estate planning advice that people have been given. Because estate planning can feel complicated, people often latch onto simple-sounding advice. Unfortunately, “simple” doesn’t Read more
DIY Estate Planning: Why “Doing It Yourself” Isn’t Always the Smartest Move I certainly understand the appeal of DIY estate planning. With online templates, how-to videos, and fill-in-the-blank legal forms, it can seem like a cost-effective, efficient way to get Read more
When Planning Isn’t Enough: How to Avoid Estate Settlement Delays and Problems Estate settlement delays can happen even when you have a will, powers of attorney, and all the right documents in place. You may feel relieved knowing your affairs Read more
The Emotional Side of Estate Planning: Avoidance Costs More Than Action Addressing the emotional side of estate planning is often the biggest reason people delay making a plan; not the cost, not the time, but the feelings it brings to Read more
When There’s No One Left, Who Handles Your Estate? Estate planning often assumes you have someone — a trusted friend, a sibling, a niece, even a capable neighbour — who can step into the role of executor when you pass Read more
These 3 Estate Planning Mistakes Could Cost Your Family Let’s face it—estate planning isn’t usually dinner party conversation. It can seem overwhelming, uncomfortable, and often gets put off to something you’ll get to “someday.” But none of us can predict Read more
5 Totally Valid Reasons You Don’t Need a Will (Said No One Ever) …with one bonus reason that really matters. You’ve probably heard it before: “You really should make a will.” But maybe you’re different. Maybe you like to live Read more
What You Need To Know If You’re Living Solo Thoughtful planning for those navigating life independently Living without a spouse, children, or nearby family is increasingly common, but that doesn’t mean you have to navigate the future alone. In fact, Read more
Letters That Outlive You: Why a Legacy Letter Still Matters How a Simple, Heartfelt Legacy Letter Can Leave a Lasting Impact on Those You Love If you’ve ever wondered how you’ll be remembered, a legacy letter is one of the Read more
