Author Archives: Linda Somers

The Hamilton Spectator article November, 30,2010

To view article please go to www.thespec.com and type my name in the search box

Toronto Star Article, November 5, 2010

I’m not able to access the link to the article, but it’s easy to find with the instructions below;
 1.  Go to www.thestar.com
2 In the search box, type my name, Linda Somers
3. After you click in the box, you will see the link to the article about me . ” Good Will Hunting”

It’s Not About The Money! When Estate Planning goes Wrong

 This 2 hour presentation includes ” The Accidental Inheritance” - a play written and performed by ACT 11 Studio, Ryerson University with a humorous look at mistakes made during the estate planning process. I also describe the problems older adults face during the estate planning process.
Testimonials
“As Director of PARK, an independent investment consultancy servicing affluent […]

Legacy Planning Article

This article written with two of my colleagues is hot off the press!  I hope you enjoy it.
Legacy Planning 
Have you ever thought about what happens after you die? Do you have pictures of your family remembering you fondly? Think again. Chances are instead, your heirs will be battling each other over your estate, and might […]

New Legacy Web Site

Robb Lucy has created a web site devoted entirely to a topic of great interest to me.  LEGACY!!  He is encouraging people to be aware of their legacy throughout their lives and to act accordingly. He sees legacy as much bigger than $$$, and asks yu to consider doing the following:
1. Write your story either […]

Inheritance Going to the Dogs!!

The late billionairess hotelier Leona Helmsley (also known as the ‘Queen of Mean’) left her doggie, Trouble, $12 million when she passed away recently. Yes, MILLION.
However, according to new reports, a NYC judge has quietly reduced the pooch’s $12 million trust fund to $2 million and signed off on a deal to pay the late […]

Legacy with a Twist!!

A woman went to her doctor. 
The doctor, after an examination, sighed and said, ‘I’ve some bad news. 
You have cancer, and you’d best put your affairs in order.’
The woman was shocked, but managed to compose herself and walk into the waiting room where her daughter was waiting. 

‘Well daughter, we women celebrate when […]

Slain Parents Had No Will

A tragedy occurred in Toronto when Nazifa and Rahimulla Shahghasy were murdered while running errands last week. Their two children ages 19 and 21 are not only having to cope with the sudden loss of both parents, but there was no will, life or mortgage insurance. The families’ savings was also recently wiped out as […]

Legacy Myths

Here are the last Legacy Myths from the research study.
Myth # 5 Families Talk About Their Legacy Plans
Most elders ( 68%)thought it was important to talk to their children about their inheritance as well as their legacy. However, the study discovered that less than a third of elders and boomers have had a comprehensive discussion. […]

The Legacy Myths, Continued

In my last post, I summarized the first myth of legacy from research conducted by Allianz Life.  Here are the next few myths:
Myth #2- Inheritance is the name of the game
Words like ” inheritance” and “estate planning” often met with resistance, anxiety and even fear. The researchers tried to identify what words resonated and connected with […]