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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Personalize your legacy

legacy trust will Sep 27, 2018

Some of the most meaningful Wills are those that include messages to family members. These Wills provide a message that can be delivered from beyond the grave.

One of my personal favourite Wills was a Will that was written by a wonderful elderly school teacher who had a close group of friends that got together every week for a cup of earl grey tea and fresh biscuits. Over the course of her life she had collected and been given many beautiful tea pots. Upon her death, her Executor had an...

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When a 'do it yourself' Will is no Will at all

will Sep 20, 2018

Often times, Wills don't get the attention they should and frequently end up being little more than an add-on service provided by a lawyer when you purchase a new home or a 'do it yourself' document.

Here are 4 common mistakes that our office sees quite often:

1)     Leaving too much money to kids too early...

If you and your spouse die simultaneously and you add up all your assets, like the value of your house, life insurance, investments, and pension benefits, your estate may...

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Eight questions you need to ask yourself about your Will

will Aug 01, 2018
  1. Do you have the original Will?
  2. Is there an Affidavit of Witness attached to the Will to show that the Will is genuine?
  3. Is your estate still being distributed the way you would like, including charities to provide a tax benefit?
  4. If you have minor beneficiaries, do you have a trust in the Will?
  5. Have you indicated funeral instructions or information on organ donation?
  6. If you are contributing to someone’s RESP, have you planned for someone to be an alternate contributing subscriber?
  7. Are...
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Wills

will Jul 11, 2018

When it comes to your Will, a Lawyer should always take your needs and wishes seriously. Estate Connection takes that philosophy one step further by taking the time to know you. After all, a Will gives you the legal power to resolve disputes before they even happen. It requires the right amount of time, care, and knowledge before it can be implemented properly. With our estate planning services, you can ensure that your wishes are treated with the respect they deserve.

Wills

Put simply, a...

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What can happen if your spouse does not have a will

will Apr 19, 2018

We recently had a client who called our office looking for help.

Her husband had passed away three months before and did not have a will. They owned some collector vehicles that had considerable value and when she went to transfer the insurance into her name, the Insurance Company refused to do so because she was not the registered owner of the vehicle.

When she contacted the local Registry Agent, she was told that they would complete the transfer only with a Death Certificate and a copy of...

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Separation is different from divorce

estate will Feb 15, 2018

When couples split up, the last thing they’re thinking is, “What happens if I die?” Breakups are emotionally difficult times, with many hard decisions. But the ramifications of a split are magnified when the parties do not go through with a divorce.

Many people think the mere act of “separating” will result in cancelling their partners in their Wills, estate plans, powers of attorney and beneficiary designations. This is not 100 per cent correct.

Separation =...

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Protecting a different type of property

property will Feb 08, 2018

Estate Planning is about protecting what matters the most. Over the course of my 18 years practicing law I have come across a wide variety of property that needs to be included in our clients’ Will.

Recently we had to deal with a unique type of “property”… the cryogenically frozen embryos and sperm of our clients. With cryogenic freezing, it is possible for children to be conceived well after a parent has died. However, when such a child is born, many probate and...

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