Executor – The Hardest Job For Which You Never Applied

In my recent Plan for the Unexpected – Organize Your Records article I provided a list of the records to have readily available to assist someone who must assume the role of Power of Attorney or Executor. In today’s article I touch upon what it entails to act as an Executor and the risks associated [...]

By |March 19th, 2018|Estate Planning|Comments Off on Executor – The Hardest Job For Which You Never Applied

Plan For The Unexpected – Organize Your Records

The basis for this article is a workbook by Pauper Press entitled 'I’m Dead, Now What?' which was gifted to me by John H. Wells. John is an Investment Advisor/Portfolio Manager/Vice President of Wells on Wealth Group which is located in Edmonton, Alberta. Wells on Wealth Group is part of TD Wealth Private Investment Advice, [...]

By |March 17th, 2018|Estate Planning|Comments Off on Plan For The Unexpected – Organize Your Records
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