Author Archives: Penny Schneider

About Penny Schneider

Penny Schneider, TEP is a Trained Professional Organizer who works specifically with executors on estates. On the 1st of each month Penny writes short pieces about things important to executors (what to do when) and on the 15th with things an executor might find (what to do with). Penny assists clients throughout Toronto, York Region and the surrounding area.

Estate Administration in 500 Words … or Not – Part 4

This is the fourth and final portion of the list.  Even taken together, the four parts may not be a complete list – every estate is and will be different from every other.  Some are fairly straightforward if you are … Continue reading

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Estate Administration in 500 Words or So – Part 3

Below is a continuation of the last two months’ “Estate Administration in 500 Words or …”.  The title is meant to illustrate that those very short (30 item) lists that are available on the internet do not contain enough information … Continue reading

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Estate Administration in 500 Words or More – Part 2

Below is a continuation of last month’s “Estate Administration in 500 Words or Less” entry – a title not meant to be serious.  As you can see, a short list is not enough. BENEFICIARIES – make a plan to provide … Continue reading

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A Short Story – The Tea Caddy

Coffee came to Europe in the 17th century – first in Italy (Venice – 1629),then England (Oxford and London – 1652).  Its arrival was closely followed by tea.  Coffee houses served all manner of hot beverages (coffee, tea, chocolate) and … Continue reading

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Estate Administration in 500 Words or Less

This is a quick list of items that the executor should look at regarding the administration of an estate.  At all times keep an accurate record of all conversations, decisions made and actions taken, as well as all monies coming … Continue reading

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Can I Wear My Grandfather’s War Medals?

This April Canada is celebrating the 100th anniversary of the Battle of Vimy Ridge (1917), one of the five major battles fought by Canadians during World War I.  Before that came the 2nd Ypres (1915), then the Somme (1916); after … Continue reading

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The Executor’s First Task – It May Not Be What You Think

Although the family often makes the funeral arrangements at the time of death, it is the executor who has the legal obligation to do so. Continue reading

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