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Locating Missing Life Insurance Policies
My Father always said not to worry there is lots of life insurance. However when he died and I was helping my mom to close the estate, we could not find any life insurance policy. We looked in all...
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Kat Downey, Canadian Certified Executor Advisor (CEA)
I am thrilled to introduce you to the CICEA and let you know that I successfully completed the 30 hour on-line course offered by the Canadian Institute of Certified Estate Advisors and successfully...
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Dying Away From Home
Over the weekend a friend contacted me to let me know that his wife’s memorial visiting and service was this week. I was in shock. I hadn’t seen them in a year or so and I couldn’t believe it when he...
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Death Away from Home – Secure Return Travel Assurance Plan (SRAP)
A while back a gentleman called me and said: “I want that travel thing you have.” I thanked him for calling, and I was thrilled that he knew about “that travel thing.” I suggested that I meet with him...
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Snowbird Traveler’s Check List – 15 Things to Consider
Are you a snowbird? How wonderful it is to be able to travel south to warmer weather over the winter. Before you fly or drive away, peruse the checklist of 15 items below to be sure you have your...
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Snowbirds – What Happens if you Die Away from Home?
Snowbirds, have you stopped to consider what happens if you die away from home? This is not a very pleasant topic to think about, but it does happen. How would your family deal with this? If you have...
View ArticleWhat Happens to My Prepaid Funeral Plan If I Move?
I was asked this question three times this week; what happens to my prepaid funeral plan if I move? And each time I gave the answer: when people set up a prepaid funeral plan the money within the plan...
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