Estate planning expertise at your finger-tips! Lead and taught by top experts in the field and tailored to the Canadian legal landscape, The Canadian Estate Club and Heritage Trust is your one-stop source of the latest estate information, resources and tips.
Your Estate Matters: What's your Gap Score?
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Hi Reader, Most people I meet aren't sure where their estate plan stands. They have a Will somewhere, a folder in a drawer, and a feeling that something is missing. So I made a short quiz to help. It's five questions and takes about two minutes. You get a score out of 10, plus a short report that shows your strongest area and where the biggest gap is. Click the picture to take it. Take the quiz: What's your Gap Score? There are no wrong answers. Most people score lower than they expect, and that's normal. It just shows you where to start. Warmly, P.S. My forty-minute online class, The 5 Biggest Estate Planning Mistakes Canadians Make, is normally $19.97 CAD. Since you're on my list, you can join free with code FREECLASS: save your free seat here |
Canadian Estate Club and Heritage Trust Company Inc.
Estate planning expertise at your finger-tips! Lead and taught by top experts in the field and tailored to the Canadian legal landscape, The Canadian Estate Club and Heritage Trust is your one-stop source of the latest estate information, resources and tips.
Hi Reader, Last week I shared the story of a cottage left to "the kids" with no plan. If your family has a cottage, this weekend is a good time to think about what happens to it next. I made a short video about it. Click the picture to watch. Nicole talking about three kids, one cottage Click to watch: Three kids, one cottage Know someone with a family cottage? Share the video with a family member or friend. It might make their Thanksgiving talk a little easier. While you're there, follow me...
Your Estate Matters Newsletter Your Estate Tip: Dying With Nothing: What Every Executor Needs to Know About Insolvent Estates When debts exceed assets, the rules change completely. Here’s your survival guide. You’ve just been named executor of your uncle’s estate. You’re going through the paperwork and realize something troubling: the debts are piling up faster than the assets. Credit cards. An outstanding CRA bill. A second mortgage. And the house? It’s worth less than what’s owed on it....
Your Estate Matters Newsletter Your Estate Tip How to Write a Good Obituary A practical, step-by-step guide for when it matters most. Somewhere in your family, in a scrapbook, a manila folder in a filing cabinet, there's probably a clipped obituary from decades ago. Maybe it's for a grandparent. Maybe a great-aunt you barely knew. Those small notices can be surprisingly precious. For many families, they're the only written record a future grandchild will ever read about that person. The...