Archive For The “Videos” Category
A Certified Executor Advisor is an accredited specialist professionally qualified to help and advise the trusted executor you appoint to carry out your wishes. There is an increasing number of friends and relatives being asked to fill the role of executor or training in this area.
What is the executor’s job?
The executor’s job is central to the estate settlement process – from arranging the funeral, to paying bills, to distributing estate assets. After someone dies, the executor makes sure that the wishes stated in the deceased person’s will are fulfilled.
What are the powers of the executor of a will?
It tells the executor to give the beneficiaries whatever is left in the estate after the debts, expenses, claims and taxes have been paid. It gives the executor certain legal and financial powers to manage the estate, including the power to keep or sell property in the estate, to invest cash, and to borrow money.
Contact Don Couse for a 30 minute free assessment. Call 902-454-9540 or email at cfsolutions@eastlink.ca. For more information, contact Don Couse CPP CLU CHFC EPC CEA 902-456-9540
What are the benefits of Prearranging your funeral
Watch our video on Prearranging your funeral here. Roy Thomas talks with Don Couse about Prearranging Your Funeral Every day we see families who are overwhelmed with trying to figure out what their father, mother or spouse would have wanted for their funeral. There are many decisions over what type of arrangements should be made and what are the financial implications. Pre-arranging a funeral resolves these and many other decisions for your family. It’s time to have a conversation about how you can protect your family today.
Where will you turn for help? Don Couse advises and guides executors and next of kin. Simply put, he counsels the executor on the best direction to follow in order to accomplish the many tasks of settling an estate, alleviating stress and often saving time and money.
email: cfsolutions@eastlink.ca
Web: http://creativefinancialsolutions.ca
Roy Thomas SRES® (Senior’s Real Estate Specialist) is a REALTOR® with Sutton Group Professional Realty. Since 1991, Roy specializes in helping retirees with their later in life real estate transactions. Call Roy at 902-497-3031 or contact Roy here
The Personal and Financial Record Keeping Journal is a record of vital information for you, your family, your lawyer, personal representative and executor. We live in a complicated world where lack of records can result in confusion and expense.
Should you or your spouse pass away or suddenly become incapacitated, would your loved ones know where to find the personal and financial information? If not, your family would need to step in and handle your affairs. The Personal and Financial Record Keeping Journal is a simple and straightforward document that allows you and your spouse to record all necessary information in one convenient place so that your family and representatives can easily step in to handle your affairs without concern.
Why I created this document
I created this document which has nothing to do with real estate as a service for my clients. Unfortunately, we all will either pass away or be in a situation where we are unable to handle our own financial affairs. At this point, someone else has to step and act on our behalf. When my father passed away and I had to wrap up his estate he had everything documented for me, and I was able to do it with relative ease. I hear of other situations where people have a nightmare trying to handle someone’s affairs. Nothing was in order, there were no records or documentation of anything.
I suggest you store this book in the same place you keep your will(s), Power of Attorneys, and Personal Directives (formerly called Living Wills). Store in a safe & secure spot that can be quickly and easily accessed by whoever will be taking over your affairs.
What happens if i don’t have a will?
If you don’t have a Will, Power of Attorney & Personal Directive (or if they are old and out of date) you should seriously consider getting new ones. Without these documents up to date it could result in major problems should someone have to handle your affairs. Without a Will, your assets will be divided how the law dictates and not how you may wish. Without a POA no one will have the authority to act on your behalf should you be incapacitated.
Talk to your lawyer and have these documents drafted ASAP. If you need a lawyer, please give me a call at 902-497-3031 and I will suggest several good lawyers.
Request your copy of this eBook simply fill out the form at this link and your copy will be instantly sent to you via email. You can call me at 902-497-3031 and I’ll send you a printed copy in the mail.
If you are contemplating a move and would like a complimentary copy of Roy’s guide to downsizing entitled “Preparing to Downsize” please click here
Roy Thomas SRES® (Senior’s Real Estate Specialist) is a REALTOR® with Sutton Group Professional Realty. Since 1991, Roy specializes in helping retirees with their later in life real estate transactions. Call Roy at 902-497-3031 or contact Roy here
Pre-arranging a funeral resolves these and many other decisions for your family.
Roy Thomas talks with Don Couse about Prearranging Your Funeral. Every day we see families who are overwhelmed with trying to figure out what their father, mother, or spouse would have wanted for their funeral. “Protecting families and providing peace of mind, that’s what I do,” says Don.
There are many decisions over what type of arrangements should be made and what are the financial implications. Pre-arranging a funeral resolves these and many other decisions for your family. It’s time to have a conversation about how you can protect your family today.
Lockin Today’s Prices
Don is a Funeral Prearrangement Advisor working with families to review options for their personal funeral arrangements. Prearranging locks in today’s prices, hence protecting the families from inflation. It lets your loved ones know what you would want to happen on your death and brings peace of mind.
Survivor Benefits
After the death of a loved one, I meet with the family to complete the paperwork, so they will receive the survivor’s benefits from Service Canada. Together we review an executor checklist. I will make any recommendations that might assist the executor or next of kin.
My career in estate and financial planning was protecting my families’ financial futures. My current career is a natural continuation of protecting family’s again, so one of the worst days in their lives will run smoothly.
Contact Don
Don is now associated with J.A. Snow Funeral Home (Dignity Memorial) as a Funeral Pre-Arrangement Advisor. Counselling families on the important decisions that must be made at an emotional and difficult time. After death, I complete the Service Canada requirements on behalf of the families and executors.
Call Don today for more information at 902-456-9540.
For more information, contact Don Couse CPP CLU CHFC EPC CEA 902-456-9540 email: cfsolutions@eastlink.ca Web: http://creativefinancialsolutions.ca
If you are contemplating a move and would like a complimentary copy of Roy’s guide to downsizing entitled “Preparing to Downsize”, please click here
Roy Thomas SRES® (Senior’s Real Estate Specialist) is a REALTOR® with Sutton Group Professional Realty. Since 1991, Roy specializes in helping retirees with their later in life real estate transactions. Call Roy at 902-497-3031 or contact Roy here
CARP Accomplishments 2019 and Projects 2020 Roy Thomas talks with Bil VanGorder of CARP Nova Scotia Bill VanGorder, CARP National Board of Directors https://www.carpnovascotia.ca Senior Spokesperson, CARP Nova Scotia Chapter. Join CARP Nova Scotia HERE
Thank you for watching the video!
Bill VanGorder@CARP.ca
902 497 8073 (cell)
902 454 2267 (office)
Roy Thomas SRES® (Senior’s Real Estate Specialist) is a REALTOR® with Sutton Group Professional Realty. Since 1991, Roy specializes in helping retirees with their later in life real estate transactions. Call Roy at 902-497-3031 or contact Roy here
Roy Thomas talks about How To Pay For an Apartment by investing the equity from your home.
Roy Thomas SRES® (Senior’s Real Estate Specialist) is a REALTOR® with Sutton Group Professional Realty. Since 1991, Roy specializes in helping retirees with their later in life real estate transactions. Call Roy at 902-497-3031 or contact Roy here
Roy Thomas talks about Real Estate Market Update Halifax November 2019
Visit http://www.HalifaxHomeEvaluation.com to get your Market Report FREE Call Roy Thomas at 902-497-3031 for information and/or personalized Market Update. Thank you for watching the video!
Roy Thomas SRES® (Senior’s Real Estate Specialist) is a REALTOR® with Sutton Group Professional Realty. Since 1991, Roy specializes in helping retirees with their later in life real estate transactions. Call Roy at 902-497-3031 or contact Roy here