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Thursday, October 10, 2013

My new book - "The Beneficiary's Answer Book" - is now available!

I am overjoyed to announce that my latest book - this is number five - is now available. It's called "The Beneficiary's Answer Book", and it answers 175 questions asked most often by the beneficiaries of estates. It talks about everything from tax to reluctant executors to timelines, and dozens of other things in between.

I wrote this book to help provide information to beneficiaries across Canada, because it seems to me that there aren't many useful, reliable, Canadian resources out there for beneficiaries. Click here to order a copy of it (I'm also pleased to announce that I've been able to keep the purchase price really low).

The book will be available as an e-book in a few weeks.


  1. I have recently found out I was to get an inheritance from my grandfathers estate I never did and no the funds aren't gone but it's been 31 years and I know iam in the will what can I do.can I file against the executor

  2. If a policy owner of an insurance policy designated her kid as beneficiary and later she signed a Will and under the Will she designated her husband as beneficiary for the same insurance policy. If the testator dies, who would receive the death benefit? Thanks

    1. Assuming that the will clearly identifies the policy, the proceeds should be paid to the husband. This is a valid way to change a life insurance beneficiary designation.



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