The legacy of love blog

Pre-planning your funeral

Pre-planning and paying for your funeral is a gift you can give your family after you are no longer around. Having dealt with many Executors, I can tell you they all have a big sigh of relief when they are told that the deceased pre-planned their funeral. This takes the stress of your Executor and your family members. It reduces the possibility for infighting and conflict in the family, especially between the Executor and the deceased’s immediate family members.  It also means that...

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Writing your memorandum

Writing your Memorandum

  • Describe the item in enough detail so that it cannot be confused with another item;
  • Identify the recipient by name and if necessary, relationship so that there can be no confusion;
  • Date and sign the Memorandum;
  • Store the dated, signed Memorandum with your signed Will;
  • Let your Executor know that there is a Memorandum.


Changing Your Memorandum

Edits made on a Memorandum, even if initialed and dated, may be questioned regarding authenticity.  If you wish to make a...

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Should I use a DIY Will kit?

estate planning will Oct 04, 2018

A do-it-yourself (DIY) legal Will kit that is correctly filled out can save you about $500 and take care of your assets after you die – but are these Will kits a good idea?

In order for a form or document, like a Will, to be truly effective and to stand up in court if challenged, it must be filled out and executed (signed) correctly. Most people do not know or understand the legalese on the forms and make guesses, which can invalidate the document; in our experience, most people...

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Helping you plan your family legacy

estate planning Aug 01, 2018

Death and taxes. You might be able to avoid taxes, but you cannot escape death. It is not a topic most people want to talk about, so many of us are not prepared for the legal issues that come with dying and incapacitation. That is why making your Will and other estate planning documents are important.

At Estate Connection Law Office, we can help relieve that stress for you and your loved ones. I have been practicing law in this community for 12 years and spent the last 8 years at Weary &...

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Estate Planning - I will do it when I am old!

estate planning Jul 15, 2018

Typically most people do not think about estate planning until they get older and are about to retire. That is because age puts you closer statistically to death. However, you need to think about estate planning much earlier, such as when you get married, have children, or get divorced. If you die, how will the people you love and care for carry on for the rest of their lives?

Many people say they don’t have to do any estate planning because they don’t have any money. I can...

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The point of points – what happens to your points when you die?

estate planning points Sep 04, 2017

Everywhere we shop we are encouraged to collect points. From gas stations like Esso and Petro-Canada; stores like Save-On Foods and Hudson’s Bay Company we have the opportunity to collect points with the individual store, Aeroplan or Airmiles. The points are free and many of us use them to buy little luxuries we might not otherwise enjoy. They are an intangible property that we never see but can have value.

I once dealt with an estate where a St Albert grandmother had been collecting...

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Your cruise ship has left port

estate planning will Sep 02, 2017

Many people who do not have a will believe that they can time the preparation of their will like they do an oil change. Unfortunately, dementia, which affects many new patients every year, does not provide adequate warning signs so that you can time the preparation of your documents before you become ill. There is no flashing sign that states “you have 25 days to write your will”. Many times the ship has left the port without anyone knowing that they were headed on a cruise.

...

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Fairness

estate planning will May 08, 2017
I plan to be fair to my children, but if I leave them an unequal amount of money, am I setting up a future battleground? 
 
Fair isn’t always equal in estate planning. The quandary for parents is how to treat their children equally, even when the monetary amount that each child will receive is unequal. This is particularly prevalent in families that own a business and some but not all of the children have worked in it.  
Maintaining family...
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Ensuring your digital legacy

estate planning Feb 21, 2017

When we start planning for what will happen to our property after we’re gone, the first things that come to mind are real estate holdings, cash assets, and treasured family heirlooms. Even though we’re deep into the digital age, we don’t normally think about what will happen to our digital estate, which may include:

  • Files stored on your computer
  • Email accounts
  • Social media accounts (includes Facebook, Twitter, LinkedIn, Instagram, and Tumblr)
  • iTunes
  • Online banking logins
  • ...
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Meeting your Estate Lawyer for the first time? Here’s what to expect.

There are tons of movies that depict lawyers as people you only call when you’re in big trouble. Of course, reality tends to be completely different. So, in case you’re meeting your estate lawyer for the first time, there are some situations you might expect.

Additionally, you should know you have no reason to be nervous or scared. Lawyers generally have really good people skills.

That means a professional estate lawyer will try to offer you an excellent...

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