WELCOME TO

LET THE RECORDS SHOW

The Unique Ten Step Guide to Successful Power of Attorney and Estate Record Keeping

 

Whatís New?

FINAL EDITION of The Quarterly Ledger !

Estate Planning Workshop Video presentation now available

Past Editions

2012

1st Quarter

  • Editorial Comment: Access to Justice Starts With Access to Information
  • Tip-O-The-Quarter: Three Golden Rules of Successful Record Keeping
  • Question of the Quarter: I have no method, am I mad?
  • Practical Commentary: Just Say ďNoĒ to Financial Elder Abuse
  • Quote of the Quarter

2nd Quarter

  • Editorial Comment: Respectful Communications
  • Tip-O-The-Quarter: Three Golden Rules Of Communications
  • Question of the Quarter: How Do I Communicate With Siblings Who Donít Get It?
  • Practical Commentary: Striking The Right Balance Between Privacy And Transparency: First, Know Who To Talk To
  • Quote of the Quarter

3rd Quarter

  • Editorial Comment: The Price Of Independence: Eternal Vigilance
  • Tip-O-The-Quarter: Planning For Unexpected Expenses
  • Question of the Quarter: Iím Off On Vacation What Do I Do Now?
  • Practical Commentary: Being Vigilant Ė Starts With Adopting Good Record-Keeping Habits
  • Quote of the Quater

4th Quarter

  • Editorial Comment: A Matter of Trust
  • Tip-O-The-Quarter: How To Avoid The January Blues Caused By Too Much Holiday Red
  • Question-of-the-Quarter: Iím New At This, What Do I Need To Do For Year End?
  • Practical Commentary: What Does The New Ontario Estate Tax Audit Regime Really Mean?
  • Quote of the Quarter

2013

1st Quarter

  • Editorial Comment: The Joy of Routine
  • Tip-O-The-Quarter: Starting the New Year Off Right!
  • Question of the Quarter: Itís a new year, how should I set my priorities?
  • Practical Commentary: It is never too late to do it right
  • Quote of the Quarter

2nd Quarter

  • Editorial Comment: They'd None Of 'Em Be Missed!
  • Tip-O-The-Quarter: How To Triumph Over Banking Bureaucracy!
  • Question of the Quarter: Why Do I Need All These Documents In The First Place?
  • Practical Commentary: The Right Document For The Right Time!
  • Quote of the Quarter

3rd Quarter

  • Editorial Comment: Knowing is the First Step in Protecting
  • Tip-O-The-Quarter: Avoiding Scams
  • Question of the Quarter: How do I protect assets from well meaning family members?
  • Practical Commentary: Manage your Wealth Successfully Through Proper Record Keeping!
  • Quote of the Quarter

4th Quarter

  • Editorial Comment: Time to be Thankful!
  • Tip-O-The-Quarter: End of year Preparedness
  • Question of the Quarter: Itís the end of the year and Iím trying to clean up, what do I need to keep?
  • Practical Commentary: Critical Questioning: The Key to a Successful Year
  • Quote of the Quarter

2014

1st Quarter

  • Editorial Comment: Happy New Year
  • Tip-O-The-Quarter: Document Location?
  • Question of the Quarter: Iíve reviewed the POAs and/or Will, and have some questions and concerns. What should I do?
  • Practical Commentary: Good Advice is Worth the Price!
  • Quote of the Quarter

2nd Quarter

  • Editorial Comment: In Praise of Spring
  • Tip-O-The-Quarter: The Pre-Inventory?
  • Question of the Quarter: Do I really need to do an inventory
  • Practical Commentary: The Inventory Journey: One Step at a Time
  • Quote of the Quarter

3rd Quarter

  • Editorial COmment: The Joys of Summer
  • Tip-O-The-Quarter: Making Safety Deposit Boxes Safer!
  • Question of the Quarter: Why should I bother with a safety deposit box?
  • Practical Commentary: Safety Deposit Box Pros & Cons
  • Quote of the Quarter

4th Quarter

  • Editorial Comment: Gratefulness
  • Tip-O-The-Quarter: Dealing with the Canada Revenue Agency
  • Question of the Quarter: What are past tax returns going to tell me?
  • Practical Commentary: Document, Organize & Retained
  • Quote of the Quarter: G. K. Chesterton

2015

1st Quarter

The NEW Estate Administration Tax Reporting and Audit Regime Edition

  • Editorial Comment: Itís only 1Ĺ%!
  • Tip-O-The-Quarter: Dealing with the Ministry of Finance
  • Question of the Quarter: What am I going tell beneficiaries?
  • Practical Commentary: Patience and Accurate Record Keeping are Key
  • Quote of the Quarter

2nd Quarter

  • Editorial Comment: Letís Hear it for Savings!
  • Tip-O-The-Quarter: Remember to Document Business Contacts!
  • Question of the Quarter: Where do I get the business information?
  • Practical Commentary: Making Contact
  • Quote of the Quarter

 

3rd Quarter

  • Editorial Comment: To Opine or Not to Opine, That is the Question!
  • Tip-O-The-Quarter: Vacation Readiness Means Thinking Ahead!
  • Question of the Quarter: What accounts should I be looking to amalgamate?
  • Practical Commentary: Think Before Amalgamating!
  • Quote of the Quarter: Aesop

4th Quarter

  • Editorial Comment: Whatís Not To Be Thankful For?
  • Tip-O-The-Quarter: An Estate Trustee is NOT an Attorney!
  • Question of the Quarter: Do I have to act as someoneís POA if appointed?
  • Practical Commentary: Thank You For Being Prepared!
  • Quote of the Quarter: Adam Smith

2016

1st Quarter

  • Editorial Comment: New Year Possibilities!
  • Tip-O-The-Quarter: Time is ALWAYS limited and fleeting!
  • Question of the Quarter: Being Momís POA, should I be concerned that my sister is still living in Momís house now that Mom is in a Nursing Home?
  • Practical Commentary: Keeping Peace in the Family
  • Quote of the Quarter: Alfred Lord Tennyson

2nd Quarter

  • Editorial Comment: Not Everything Belongs To Caesar!
  • Tip-O-The-Quarter: Taking a moment to document today, Saves time & $$$ tomorrow
  • Question of the Quarter: How can I tell if I have cash flow management under control?
  • Practical Commentary: Back to the Future: Budget Prognostication
  • Quote of the Quarter: Benjamin Disraeli

3rd Quarter

  • Editorial Comment: In Praise Of Auditors General
  • Tip-O-The-Quarter: Review, Review, Review!
  • Question of the Quarter: Where does it all go?
  • Practical Commentary: All About The BOD!
  • Quote of the Quarter: Milton Friedman

4th Quarter

  • Editorial Comment: Donít Miss An Opportunity!
  • Tip-O-The-Quarter: Note It, Recall It!
  • Question of the Quarter: How often should I be reviewing?
  • Practical Commentary: Review and Renew!
  • Quote of the Quarter: Albert Schweitzer

2017

1st Quarter

2017 ESTATE PLANNING EDITION

  • Editorial Comment: 2017 Already?  Where is the Century Going?!
  • Tip-O-The-Quarter: Donít Ignore the Obvious!
  • Question of the Quarter: How do I know that my estate plan is ďworkingĒ?
  • Practical Commentary: Estate Planning and Record Keeping: A Practical Nexus
  • Quote of the Quarter: Ronald Reagan

2nd Quarter

  • Editorial Comment: What, Us Flog a Dead Equine?
  • Tip-O-The-Quarter: Donít Overlook the Tax Preparation Bonus!
  • Question of the Quarter: Why does hiring a lawyer or accountant cost so much?
  • Practical Commentary: Why Hiring A Lawyer May Be The Smart Thing!
  • Quote of the Quarter: Sir Winston Churchill

 

3rd Quarter

  • Editorial Comment: Courage and Honesty Worth Celebrating!
  • Tip-O-The-Quarter: The Joy of Direct Deposit
  • Question of the Quarter: Iím a very private person, does my lawyer need to know everything?
  • Practical Commentary: Lawyering up may be the smart thing!
  • Quote of the Quarter: Samuel Adams

 

4th Quarter NOW AVAILABLE

  • Editorial Comment: Thank You!
  • Tip-O-The-Quarter: Be Prepared!
  • Question of the Quarter: Do I really have to do this?
  • Practical Commentary: What Really Matters!
  • Quote of the Quarter: St. Augustine

 

 

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