advance directive for healthcare Archives

Your Green 2022: How Much Do Your Heirs Know About Your Estate?

July 13, 2022

A report showed 40% of parents surveyed had never discussed their estate intentions with their heirs (BMO Wealth Institute). My experience shows this number may actually be much higher. You may hesitate to discuss death or incapacity for many reasons. Heirs may be reluctant to broach the subject for fear of appearing greedy.

You can’t take it with you!

April 10, 2015

As the saying goes, the only two certainties in life are death and taxes. Unfortunately, both are inevitable and unavoidable. If you plan properly, however, you may lessen the hardship on those you leave behind. Since none of us know when our time will arrive–whether you are 35, 55, or 95 it is important you leave instructions.