Make A Will Week

May 17 to 23, 2010

The Peterborough Estate Planning Council is an organization of local estate planning professionals. The members recognize that an up-to-date Will is a crucial part of the planning process, and so are sponsoring Make A Will Week from May 17 - 23, 2010.

The Peterborough Law Association also acknowledges the importance of a Will, and is encouraging its lawyers to provide free Will reviews throughout Make A Will Week.

If someone dies without a valid Will, it is government legislation that determines who inherits and a court process is required to administer the estate.  Parents lose their only legal opportunity to appoint a guardian for their minor children, leaving it up to the court to decide without their input.  Family beneficiaries have less protection for their inheritances against claims by a divorcing in-law.  All of these concerns and more can be addressed with a proper Will.

You can learn more about the importance of having a Will by tuning into TVCOGECO’s Insight and Information show at 7:00 PM Thursday, May 20, 2010.  

Speakers Bureau

The members of the Peterborough Estate Planning Council have combined their areas of expertise to form a Speakers Bureau.  Our speakers will attend to address your organization on important estate planning topics without charge.  This brochure contains some of the valuable topics we can present to your group.

Topics

Where there's a will, there's a way

Will planning essentials to protect your loved ones

Trust Yourself!

Retain power of your assets now, provide for your family later and avoid probate taxes upon your death, with the use of alter-ego/joint partner trusts.

Powers of Attorney for Property Protect!

Ensuring personal control of your assets while capable and avoiding government take over if incompetency threatens.

Decisions for Your Life

How a Power of Attorney for Personal Care lets you make future health and residential decisions now, and reduce delays in getting medical attention if you are not able to control yourself.

Tax Traps

Saving tax and toruble by estate and succession planning.

Registered Retirement Security

How to maximize the benefit of your Registered Retirement Savings Plan or Income Fund though tax planning.  Retirement planning to ensure your success.

Trust the Professionals

When the smart move is to let a professional manage your financial affairs.

Banks and Probate Taxes

When probate is needed and how to reduce the tax cost.

Take It To The Bank

Learn about valuable financial advice, solutions and services.

Financial Planning 101

Ever feel a little overwhelmed by your personal finances?  We'll look at savings, investing, takes and credits in simple, easy to understand language.

Solutions for a Surviving Spouse

Dealing with the loss of income and increase in taxation that confronts a widowed spouse.

Dealing with a Volatile Market

Proper diversification can reduce your risk.  Ideas to provide a steady income even when interest rates are low.

A Miracle of Pen and Ink: The Estate Bond

Insurance can provide a tax shelter and a method to protect your estate.

Helping a Charity, Helping Your Income

Ideas and insights to reduce th taxes you pay and increase your income.

How Does a Pre-Arranged Funeral Work?

A look at the advantages and costs of pre-arranging your funeral.

To book your speaker, please call:

David Adams

c/o Five Counties Children's Centre

Phone: (705) 748-2337 Ext. 380

Email: dadams@fivecounties.ca