A holiday message of gratitude, reflection, and care. A reminder that planning with intention helps protect the people we love. Even Santa has a gentle reminder to put your plans in writing. https://t.co/rE8NrMzWow #nexsteps #Aholidaymessage #estateplanning #legacyplanning

Estate planning isn’t avoided because of paperwork. It’s avoided because of emotion. Learn more by reading my latest Substack article Read here: https://t.co/oK3Oxn0Nsj #estateplanning #legacyplanning #executorlife #nexsteps

Estate planning isn't just about legal documents; it's a snapshot of your life ensuring your financial and medical wishes are honored. Protect your legacy with a solid financial plan. https://t.co/VPE3qQXBoo #nexsteps #EstatePlanning #FinancialLegacy

Estate planning isn't just legal; it's financial. A financial advisor ensures your legacy is protected, assets grow, and taxes are minimized. Don't let your estate pay more than necessary after you pass. #EstatePlanning #FinancialLegacy #nexsteps

Plans are important, but the planning process is more critical. Don't leave your loved ones wondering. Estate planning is key to ensuring your wishes are clear. https://t.co/VPE3qQXBoo #nexsteps #EstatePlanning

Eisenhower said “planning is everything,” and that’s true for estate planning. Life changes faster than documents. An outdated plan leaves families stressed and executors guessing. https://t.co/VPE3qQXBoo #EstatePlanning #ExecutorDuties #PlanningMatters #AgingWell #nexsteps

Estate planning documents are cold legal papers on their own. A will talks about what happens after you die. They're important, but don't replace conversations. https://t.co/nAXzryEZWM #nexsteps #EstatePlanning

Do we really have “death taxes” in Canada? This week I break down what actually happens at death in Canada vs. the U.S., including probate, capital gains, and where the confusion comes from. Read here: https://t.co/S69Go7mQlU #EstatePlanning #Probate #Executors #nexsteps

Most people would rather do anything than discuss their estate plan. But talking to loved ones is crucial! They need to know your wishes to carry them out. Don't keep it a secret. https://t.co/nAXzryEZWM #nexsteps #EstatePlanning

Avoid family conflict by talking about your estate plan early. Open communication brings clarity, trust, and peace of mind for everyone involved. Read: https://t.co/cOBtvM510q #nexsteps #estateplanning #familypeace

Executor alert: deadlines are fixed post-passing. Jan 1-Oct 31 deaths require tax filing by April 30 next year. Nov 1-Dec 31 deaths get 6 months. Gather all slips to avoid delays. https://t.co/FhqNSf4tYM #nexsteps #TaxTips #EstatePlanning

Better estate planning before death = less taxes. Structure wills wisely, name beneficiaries for life insurance (avoids probate & tax). https://t.co/FhqNSf4tYM #nexsteps #EstatePlanning #TaxTips

Being an executor is stressful, emotional, and complicated. This week’s Substack post breaks it down with clarity and compassion. Read it: https://t.co/NEvA9jm1uR #nexsteps #executor #executorduties

Nobody wants to pay more taxes. But as executor, navigating final tax returns is key. Smart estate planning, done right, can mitigate taxes. Structure your plan strategically. https://t.co/FhqNSf4tYM #nexsteps #EstatePlanning #TaxTips

The “final return” isn’t just another tax filing. Executors face deadlines, CRA rules & potential personal liability. Learn the steps to avoid costly mistakes. Read ➜ https://t.co/FhqNSf51Ok #nexsteps #executor #estateplanning #taxplanning #estateadmin

What happens to your digital footprint? Usernames, passwords, social media, cloud storage... Do you have a plan for your executor to access & manage it all when you pass? What about those photos? https://t.co/hHQfCL9sR9 #nexsteps #DigitalLegacy #EstatePlanning

Legacy is more than stuff. It’s stories, values, and meaning. My new Estate Files post explains how to create a simple legacy message your family will treasure. Read it here: https://t.co/5MxwoDJrKl #nexsteps #legacyplanning #estateplanning #theestatefiles

Does your chosen executor know they've been named? Being an executor isn't easy. It takes attention to detail, organization, and communication skills. Make sure they're the right fit! https://t.co/hHQfCL9sR9 #nexsteps #Executor #EstatePlanning

A will is just the start. Your executor needs preparation, not surprises. Learn how to make their role easier and your legacy smoother in my latest article: https://t.co/hHQfCLa0GH #nexsteps #executor #estateplanning #probate

Don't think you need a will? If you have family or own anything, you need one. A will gives your loved ones clear direction and the legal authority to close out your estate and pass on your assets. https://t.co/QnkLdvqA3O #nexsteps #EstatePlanning #Will