The awkward financial topic your family should discuss this holiday season – The Globe and Mail

The holiday season is an excellent time to connect with family and friends and relax. Many of us relax and step back from work, school, or other obligations.

This time of year is also a great opportunity to sit down and have a chat with your loved ones about estate planning. Talking about estate planning allows for an opportunity to clarify your wishes, and to speak with your executor and beneficiaries. It also helps to understand if your will is up-to-date, or if you need a new will.

In the long run, it is far more uncomfortable and stressful to deal with the estate of a loved one if they left no instructions or information behind. That’s why it is important to set aside time to plan and organize your information.

Please see the attached article from The Globe and Mail (Rob Carrick) and follow some of the great thoughts provided by Mr. Edey about estate planning during the holidays.

Happy holidays from The Carter Notary Team!

Click HERE to view our December 2021 Notary Newsletter!

There were some great tips on efficient vaccine passport access, and our local charity feature: KidSport.

Our Think Local section featured 3 amazing businesses in Greater Victoria. Thank you to Iron & Wood Golf Simulator, Malahat Skywalk, and Butchart Gardens!

Wishing you and your family a safe and Happy Holiday season!

– From Beverly & The Carter Notary Team

This holiday season, we ask that you try to think local!

We are excited to have appeared in Chek TV’s “Think Local” holiday section to increase awareness for local businesses. Click HERE to watch!

If you are looking for a holiday gift idea, please consider purchasing a copy of our Estate Workbook: Life Organizing Guide. It’s a great way to organize information for any stage of life. It helps you keep track of your important home, financial, family, and personal details.

Visit our website at www.estateworkbook.ca to order a copy!

Customer review from October 28, 2021.

We are always pleased when a customer leaves our office feeling satisfied with their experience. Our team focuses on providing a high level of service for every client. Our client centered philosophy aims to help put our customers at ease and increase their understanding around their notable documents throughout the various legal processes.

Thank you Leah for your kind words!

Click HERE to view our June 2021 Notary Newsletter