Mary wants to cut out a niece from her will. Is this a simple matter? According to Mary, it is a simple change. She can prepare a one page document herself and have her neighbours sign as witnesses. Is she … Continue reading
Submit your estate questions here. I will select and answer them on my blog. I will not mention names if you wish to remain anonymous. Advisor Question: Clients ask what’s involved in updating or changing a will. It should … Continue reading
Advisor’s question: When my client died, she no longer owned the stocks named in her will. What happens to the gift? Ed’s Answer: It depends on the wording of the will. In many cases, the gift is said to have … Continue reading
It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart. … Continue reading
How do my free estate webinars work? My webinars are 30 minute online presentations. My November webinars are celebrating Make-Your-Will Month. I will help you understand how to make a good will and update it to protect your family. You … Continue reading
It’s easy to sign up and attend our free estate webinars. It only takes three steps. Step 1: Choose Go here to choose a webinar topic and click on it. Step 2: Register Then, click “register now” and fill in … Continue reading
Do you need to get a will? Need to change your will? My next free webinar will help everyone. It’s called Wills: What Everybody Needs to Know. It will start at 7 p.m. on Wednesday, November 30. In 30 … Continue reading
Join me as I host free webinars on Wednesdays. On November 23, 2011, I will host a webinar called, Costly Will Mistakes to Avoid. Here’s a preview of these estate planning mistakes you want to avoid. 1. Make sure … Continue reading
Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all … Continue reading
NEW! Ask Ed One advisor asks: My clients left a one-page document with my assistant. They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients … Continue reading
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