In Steve Wood's New Years' post, Be negative, criticize, and complain, he proposes that organizations resolve to move from an easy 'its all good' path (i.e. positive inaction) to a more difficult 'let's make a change' route (i.e. negative action). A key part of my Ombuds role...Read more
When should your financial advisor or lawyer recommend involving a professional mediator in your estate planning? When it makes sense from a client service perspective. A mediator can help to get individuals or families "unstuck" with respect to key issues such as what to do with the family cottage,...Read more
Thursday, September 18, 2014
MORNING SESSION 10:00 am - 11:45 am
AFTERNOON SESSION 1:00 pm - 2:45 pmIn this small group workshop you will learn what you need to do to get started right NOW with your estate and personal planning, including: WHY you need a will...
I attended a seminar last week at the Toronto Reference Library put on by the Canadian Association of Gift Planners (CAGP) . One of the presenters, a veteran wills and estates lawyer, made the usual recommendation that people use lawyers to prepare their wills rather than DIY. While there is...Read more