Estate Planning

Estate Planning: Why is it so important?

Estate planning has a number of benefits, saving your family both time and money. Here is why estate planning is so important.

Who should be the executor of a will?

This is a position of great responsibility, and the executor must act on the testator’s behalf to ensure that the assets are allocated properly.

The Ultimate Estate Planning Checklist

A comprehensive estate plan also ensures that your wishes will be honoured, even after you’re gone.

How to Prepare your Executor

What is the best way to help your chosen estate executor while you are still alive?

How to Choose an Executor

Part of the estate planning process is choosing a responsible estate executor, someone who will look after the interests of your estate

A Note on Life Insurance Buy-Backs

For some life insurance carriers, there is a life insurance buy-back option, which may make sense for some individuals or families.

How and Where to Store Important Paperwork

Making sure that important documents are safely stored and easily accessible to your executor are crucial steps...

Passwords: Where to Keep Them

Protected access to your online account passwords is vital for a smooth estate settlement process.