Archive for the ‘Estate Planning’ Category

Advanced Care Planning: Your Doctor is Key

Tuesday, March 3rd, 2015

Last weekend I was having coffee with a friend who is having surgery in the near future. She asked what I knew about Advanced Care Planning and asked me whether she thought her lawyer could assist. I did not hesitate to say that this is a very ...

What to do about unusual personal effects

Monday, March 2nd, 2015

Elaine’s blog on Friday talked about personal items and the need for testators to deal with them in their Will. But what happens when some of those personal effects are unusual, unsuitable, “ungiftable” or difficult to dispose of? This “typical” instruction may not be sufficient in all situations – regulated or ...

Distributing the “stuff”

Friday, February 27th, 2015

I recently listed “improperly dealing with personal effects” as one of the top 10 mistakes executors make. This prompted feedback from a couple of readers who asked me “how should personal effects be dealt with in a Will?”. While there is no one right or best way to deal with personal ...