You’ve never been to an estate planning workshop like this before! Come and hear the story of "Aunt Millie from Kapuskasing" who has passed away. The audience will partake in the evolving crazy story of her estate administration as her executor tries to deal with the calamity that ensues.
In January 2015, the government of Ontario quietly introduced significant changes to how estates are going to be administered going forward. Estate costs are going to be higher and so is the burden and reporting expectations being placed on executors. This talk will explain what the changes entail and what can be done to lower estate costs through the use of new dual wills rather than a single will per person. Having dual wills is especially important for business owners. Most people in Ontario would benefit from having two wills especially if the current will is older than January 2015.
Jim Kibble is an independent fee only estate planner (i.e. sells no insurance or investment products) and founder of ONTARIO ESTATE CONSULTING SOLUTIONS INC. with offices in Kitchener, Hamilton and St. Catharines. He holds credentials as a chartered accountant, trust and estate practitioner, and certified executor advisor. Jim is also the resident estate planner with his office at the Henry Walser Funeral Home Ltd. in Kitchener where he assists Walser families with estate planning and estate administration matters.