In the video below, Nicky interviews Jim Kibble, independent fee-only estate planner and founder of Ontario Estate Consulting Solutions Inc. Jim walks our clients through the necessary conversations and considerations that go into creating a sound estate plan. His many years of experience and specialized knowledge are used to ensure that, upon your passing, your assets are dispersed in accordance with your wishes and in the most tax-efficient manner possible. Think of him as the first step before sitting down with a lawyer.
Some highlights from their conversation include:
- what to expect from Jim's process - including cost and timeframe;
- how having 2 Wills can help you save on probate;
- and a cautionary tale surrounding "free" or "DIY" Will kits.
Posted In: Estate Planning