kevinsmith709@gmail.com

I had a call the other day from a lady who wanted to chat about wills. She said that because they have everything in two names, her husband felt that there was no need for a will.
First I told her that I was no a lawyer and not qualified to give legal advice but I did caution her to see a lawyer. I asked what would happen if both of them were killed in a car accident. Who would take care of things. Would your assets be divided according to your wishes? What about the summer cabin? I suggested that there were a whole bunch of issues that would be dealt with and it would make things a lot simpler and possibly cheaper if there were two wills for them.
I suggested as well that they ask a lawyer to draw up two mirror wills which would outline their bbasic wishes. It would not be a costly affair but would make things easier and cause less than if there is no will.
A trust officer told me yesterday that home made wills are dangerous. Some of them have even been rejected by the court. And, the horror stories go on....
Moral: See a lawyer. Do it right.

Good morning Gift Planners

This is day one,,,,,my first attempt at doing a blog.....and it is my goal to do something on a regular basis about gift planning or planned giving as it used to be called. Of course, I would not mind some input from any readers who have stumbled across my page.

I have some 20 plus years in this business and am still learning. As a consultant, my primary client is the Anglican Church of Canada in the Diocese of Eastern Newfoundland and Labrador.

I am a member of the Canadian Association of Gift Planners and the Association of Fundraising Professionals.

That's it for now. Talk soon.