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2016 - 2017 Estate Planning Guide for Ontarians -                  “Completing the Puzzle”

by Phelim L. O'Malley, Mba, Cfp

Estate Planning

The legislation covering Estate Planning and distribution falls under provincial jurisdiction, with the exception of the Federal Income Tax Act. There are a number of Provincial Acts that directly...


A Simple Will for Dying Well

by Jay H. Turner Iii Esq.

Despite the certainty of our own mortality, most people in America have not prepared a will. Upon their deaths, this leaves the distribution of their assets at the mercy of the laws of their state. The best...


Planning Plan B

by Kylie Parker, Dyan Burgess & Eddie Lees

Life is random. For many, life is an enjoyable journey: most of the lows are not too low and most of the highs are compensation for the beige bits in between. Yet we know that the unforeseeable is always out...


Can You Trust Your Trust?

by Seymour Goldberg

A trust is frequently seen as the alter ego of a will. Trusts are often worthwhile but can be nightmares if improperly administered. As a result of the revamping of state trust laws in many states, trustees...


Wills and Estate Administration

by Kenneth Vercammen

If you have a solo or small firm practice, the responsibilities for handling a clients estate planning and administration are often time-consuming and complex, and comprising a significant part of the firm’s...


Probate How To Boot Camp: The Fast and Easy Way to Learn the Basics with 116 World Class Experts Proven Tactics, Techniques, Facts, Hints, Tips and Advice

by Deanna Appling

Looking for the straight facts on Probate?

In this clear and highly informative how-to guide the authors give you the latest on Probate essentials with the 116 most current, most actual and beneficial Facts,...


Estate Downsizing for Caregivers

by Susan Bewsey

Written as a segue from the final chapter of the writer's previous publication, this guide to downsizing addresses the growing need of individuals and caregivers in planning and carrying out downsizing tasks...


Succession Planning for Family Businesses: Preparing for the Next Generation

by Michael A. Lobraico & Jonathan Isaacs

Whether large or small, family businesses are the engine of wealth for owners, families, and employees. This book shows the key to keeping that engine from breaking down: regular conversations by the family,...