- Wills and Estates ConsultantLawyer, author, public speaker, presentWith almost 30 years of experience as a lawyer in wills and estates law, I am ready and able to meet with clients to discuss their estate planning, estate administration, or business succession plans. I am the author of six books on estate planning, as well as articles in the Globe and Mail, Edmonton Journal, Vancouver Province, Caregiver Solutions, and Today's Parent Magazine. I have been interviewed by several newspapers and magazines including the Globe and Mail, the Wall Street Journal, and Maclean's Magazine. You may also have caught my interviews on BNN, CPAC, CityTV, Global TV, or CBC Radio.
- University of British ColumbiaLaw
- University of CalgaryEnglish
- Memorial University of NewfoundlandArts
Can a creditor of my Dad's estate force Mom to sell the house?
This reader sent in a question that I think will look familiar to many of you. It has to do with debts in one parent's estate and how they a
If you live with a parent who passes away, do you have to move out right...
If you live with a parent who passes away, do you have to leave the house right away? A reader who is in that situation recently asked me ab
The basic estate planning documents that everybody needs
The term "estate planning" sometimes makes people think of millionaires who live behind wrought iron gates with a butler at the door. But al
What's the executor's role with respect to assets that pass outside the ...
Not everything owned by a person will form part of his or her estate upon death. For example, if the deceased was an owner of jointly owned
Things for an executor to consider when selling a house from an estate
One of the largest tasks that an executor often has to take care of in an estate is selling the deceased's house. There are a lot of issues
What do you mean the gift I got from my parents was my inheritance?
Have you given or loaned money to your adult children? Or, if you're the adult child, have you received financial help from your parents? If
For My Family, With Love - a new workbook resource!
I have another exciting resource to tell you about! This is a workbook I have been putting together for several months, based on my experien
How can I make sure that my daughter-in-law gets none of my son's inheri...
Recently I had a conversation with a client I'll call Doris, who told me that she is not particularly fond of her daughter-in-law. Doris's r
Should I designate a person or my estate as beneficiary?
You readers come up with great questions for me, there's no doubt about that. And I do my best to answer as many as I can! Here's one about
Mom makes one child beneficiary, hoping he'll share, but...
A mother made a will, leaving her estate to her oldest child. She tells her children that she has done this with the intention that the olde
Allegations against executor denied, and special costs awarded against t...
There has been an interesting case from the BC courts that deals with allegations against an executor. The facts of the case, Watson v. Stro
Should Mom's estate be distributed early, since she is wealthy and has A...
The heading I used for this post is word-for-word from a question I recently received, but I've heard variations of it many times. The think