Will Planning

Will is a very important instrument that you should have . If you are a business owner , a business will should also be given serious consideration to save on probate fees . I have met a number of business owners who have not gotten around to completing their will . I recently was introduced to a successful business man who when told about a need for wills suggested to me that he would go to the Grand and Toy to get a will kit . After a brief conversation with him , he realized that his corporate lawyer should be consulted as there are business assets in Canada as well as in US . Working with business owners for over 27 years some things just do not change , they forget to properly take care of themselves and their families . I have been asked on a number of occasions if I am a lawyer by people that do not know me and they are a surprised that as a insurance specialist I would have a wide range of knowledge . No I am not a lawyer  , just a professional in the financial services industry that has decided that I will provide much more then a product to our clients . I can introduce you to lawyers who I know are specialists in will planning  .Take the time and consult a lawyer who will take time to explain the provisions of will planning as it relates to you and a lawyer who will not instruct his assistant to print out a standard will for you to sign . In Ottawa , we have a number of legal firms that will do fabulous work for you and ask your friends to refer you a lawyer that is experienced . Every insurance agent is not a specialist as every lawyer is not in will planning .