Estate Planning Gems 2.0
This seminar is a practical workshop that will address some estate planning solutions from the toolkit of a fee-only estate planner / chartered accountant.
This interactive workshop will cover:
1. Pitfalls of joint ownership of assets.
2. Pitfalls of beneficiary designations.
3. Planning for the possible recoupling of a surviving spouse.
4. Why dual wills per person are beneficial if you live in Ontario.
5. Wise structuring of your estate executor(s).
6. My preferred approach in dealing with the family cottage.
7. Estate-friendly ways to financially support your children.
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About this course
- $79.00
- 1.5 PD hours
- October 7, 2025 - 12:00 PM ET
Instructor(s)
Jim Kibble
Jim Kibble is an independent fee-only estate planner (i.e. sells no insurance or investment products) and founder of Ontario Estate Consulting Solutions Inc. with offices in Kitchener, New Hamburg, Hamilton, and St. Catharines. He holds credentials as a chartered accountant, trust and estate practitioner and certified executor advisor.
Jim is also the resident estate planner at the Henry Walser Funeral Home Ltd. in Kitchener where he operates his business and also assists Walser families with estate planning and estate administration matters.
Jim's community involvement includes the Rotary Club of Kitchener Westmount, Country Hills Church, Waterloo-Wellington Estate Planning Council, and the K-W Racquet Club. Jim also enjoys doubles squash, camping, and the ukulele.