Estate Planning: Probating a Will

Probating a will sounds uncomfortable, doesn't it? Kind of like the legal equivalent of a doctor giving you a thorough physical exam…   Perhaps there is something to that analogy. Although simple, small estates with a single heir may not require probating, the probate process has value...

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Financial Elder Abuse

Several years ago, I received a phone call at the discount investing call centre where I worked. An older woman was on the line. She wanted to buy a particular investment. I noticed that she was being “coached” by someone near her on what she...

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