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WILLS & ESTATES

Introduction

ESTATE PLANNING

What is Estate Planning?
What is Power of Attorney?
Joint Tenancy
Beneficiary Designation

PROBATE

What is Probate?
When to Probate
Executors Duties/Liabilities
Trustee Duties
Probate Fees

TRUSTS

What is a Trust?
Types of Trusts
When Should I Create a Trust?
Who Should Have a Trust?
Tax Implications

WILLS

Planning Your Will
Personal Information Record
Will Preparation Checklist
Assets & Liabilities
Wills Variation Act

GLOSSARY OF TERMS

 
 

When people think of estate planning the first thing that comes to mind is writing a Will. Although your Will is a large element of your estate plan, there is much more to consider. Your estate plan will be greatly influenced by your marital status, family, health, financial position and business dealings.

Each of these items will play a role in how comprehensive your estate plan should be. Because your life is constantly changing, your estate plan should be reviewed and revised regularly to make sure important issues are taken care of in the case that you become ill or pass away.

 
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ROBERTSON, DOWNE & MULLALLY
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