Webinar Replay- Wills & Estates Fireside Chat- May-27th


I hosted  this #webinar on May 27th/2014 for Canadians interested in getting their most common questions about wills and estates answered. I had convinced Manitoba lawyer and estate specialist Caroline Kiva to have a 45 -60 minute digital fireside chat. Question and answer style, but NOT as creepy as most politicians :) She did an excellent job answering the following questions…

The Basics

  1. What is typically involved in establishing an estate plan?  And which professionals are typically involved?
  2. Why do I need a Will and what happens if I die without a Will?
  3. For clients who have minor children, are there specific provisions in the Will that need to be addressed?
  4. Why do I need a Power of Attorney?

The Nitty Gritty

  1. Can you comment on when Joint tenancy is most applicable for clients?
  2. How do I transfer assets such as Cottage, Investment Account, Business to the next generation?
  3. Briefly what are some points to consider for clients purchasing U.S. real estate?
  4. Will there be taxes that may also have to be paid on death?
  5. Do you recommend insurance as part of estate planning?


  1. Recently the 2014 budget announcement indicated a change to the taxation of testamentary trusts.  Can you briefly outline those changes?
  2. Can you outline some non-taxable benefits reasons to still consider using testamentary trusts in an estate plan?
  3. Can you outline some of the expenses that arise during the administration of an estate?

A Letter From 95 Year Old Fred-Monday Motivation 14

What is more motivating than true love? This is probably one of the most moving love stories I have heard in awhile. A 95 year old man so heart stricken after losing the love of his life pens a song for an online contest with zero musical experience. What makes this even more special is that he was with his wife 75 years. As a musician and a man that has true love in his life… this made me cry

A Letter From Fred – *OFFICIAL DOCUMENTARY* Oh Sweet Lorraine An Amazing Song Written by Fred!

Touching when he says, “I really miss her…it was like dream.”

After watching this video I think you’ll agree that true love is one of the most powerful things on the planet. Having compassionate people on this planet, that believe in true love, is why I think this song came to life. Kudos to Jacob Colgan of Green Shoe Studio for making this song a reality. Also to the FRED STOBAUGH, “I hope you KNOW you have touched so many more hearts than just one!”

You can buy Oh Sweet Lorraine on iTunes here: Oh Sweet Lorraine

Who do you love? Do they know it?

Let’s Plant Ten Trees ~ Monday Motivation 13

It’s the kind of advertiising that actually keeps your eyes and ears open. If this Canadian imagery doesn’t get your MOJO going on a Monday morning I’m not sure what will.

What an aweome way to start your Monday! The apparel company Ten Tree will plant a tree if you join their community here: http://www.tentree.com They will plant ten trees for each item you buy from them. FYI I’m not assoited with the company in any way.

Let’s plant a tree today!!!

Most Inspiring Video Ever! (Ten Tree & CWF )



Chasing The Carrot or The Stick~ Monday Motivation #11

Are you chasing the carrot or the stick? A little deep for my normal Monday Motivation videos… BUT!!! I think it is awesome to understand, based on sound research,  what truly motivates some people in the work place. Is it money? Is it praise? You may just be surprised!

RSA Animate – Drive: The surprising truth about what motivates us

10 min 48 seconds

Love what you create! What will you create today?





Do Something Awesome ~ Monday Motivation #10

OK thrill seekers out there! Here is a 5:08 min video to get you pumped  and seriously motivated to take on the week!

Ya! I know its an advertisement for GoPro… but found this to be pure digital adrenaline!!!

GoPro HERO3: Black Edition – Smaller, Lighter and 2X More Powerful

Love what you create!

What will you create today?




Monday Motivation – At Our Core We Help Each Other #8

1:59 min video to start your Monday off motivated and ready to take on the week!

It was National Disability day at Fenway Park and this young autistic man was struggling singing the US National Anthem. The power and capacity for us to help each other never ceases to amaze me.

National Anthem Fenway Park

I have scoured the internet to find inspirational and motivational videos to get my own Monday rocking and rolling with the right mindset. I post them at 5am CST every Monday morning. Please feel free to share, and let me know if you find a motivating or inspirational video I should be sharing.