Visit the new FAQ page of our website to learn the most common questions we are asked about downsizing and estate settlement related topics along with our answers.

Managing an estate from a distance is a more common occurrence than you’d expect. Most Estate Trustees are selected based on their ability to responsibly carry out the wishes of the Testator in wrapping up their affairs, rather than proximity to the estate itself. There are steps you can take to proactively prepare to fulfill Estate Trustee responsibilities more smoothly and with lower stress as outlined here, but when it comes time to perform the duties from a distance, five main challenges of managing the “on the ground” responsibilities include:

Wishing all of the mothers and grandmothers on our team and out there a wonderful Mother's Day 2019! Thanks for all you do for your children and grandchildren! Enjoy your day!

Barry Gordon and other estate professionals will be participating in this informative Free Executor Workshop in Ottawa, Belleville, and Kingston next week. The workshop summary is below:

Many people who accept the role of Estate Trustee, despite their best intentions, often approach it reactively. This leads to additional stress at what often is an emotionally charged time following the death of a friend or loved one. So, how can you effectively prepare to efficiently execute the duties when the time comes?

Here are six proactive tips for newly appointed Estate Trustees:

You are invited to join Barry Gordon at the Holiday Inn and Suites Kanata at 2pm on May 30 for a workshop on what Successful Aging can look like. This workshop is graciously hosted by the Timberwalk Retirement Community by Riverstone Retirement. See the flyer below for complete event details.

RSVP by May 28 to: Cindy Willins

ph: 613-223-8603 or cwillins@riverstoneretirement.ca

We hope to see you there!

If you or someone you know is considering downsizing or is settling an estate and would like to book a free no obligation consultation with Barry Gordon, transition specialist, click here to request an appointment today!

You’ve decided to downsize, found your new home, and now it’s time to prepare to move. The size of the move and how quickly you want to make decisions about what you are going to take and what you would like to do with your additional stuff dictates how quickly move preparation will take. At Gordon’s we create a custom moving plan for each of our customers once we understand your goals and desired timelines.

The move preparation plan includes the following tasks:

Oftentimes, when downsizing or managing an estate, you need to donate items. Knowing where to donate what items requires some research. Based on our experience working in the Greater Toronto Area, below is a helpful list of donation options to consider.

Interested in accessing information on what we do, how we help, useful eGuides on Downsizing and Estate Settlement, Moving Preparation checklists and more? If so, look no further. We've updated the Go Gordon's Resources page with additional video and pdf download content. Check it out today!

Wishing everyone a Happy Easter weekend from the Gordon's team! Enjoy time with friends and family and hopefully some chocolate too!