To tell or not to tell: the sequel

Wednesday, May 28th, 2014

My associate Paul Fensom recently raised the matter of speaking to your family about your Will. Paul opined that while there is no legal (or moral) obligation for a testator to discuss the terms of their Will with family, where the estate distribution may cause beneficiaries to be surprised and/or ...

The Survey Says and “Walmart Wills”

Thursday, May 1st, 2014

My colleague and fellow blogger, Paul Fensom, recently discussed a Scotiabank poll which found that about 50% of Canadians have a Will in place and only 33% have prepared a Power of Attorney (POA) for Property. Eight percent of those polled said they did not know what a Power of ...

“Great Minds Think Unalike”

Friday, April 4th, 2014

Earlier this week I attended the Women in Leadership & Business Conference. The conference featured a broad array of speakers (mainly, but not exclusively, women) on topics including: the personal side of leading change, email marketing, dealing with "toxic teams", personal branding and managing your online brand. I found the presentation ...