Paul Lambe Financial Planning

08/07/2026

HOW TO WRITE YOUR OWN WILL! Guide and Workbook ...all the information you need to write a will yourself
https://www.amazon.com/dp/0994783620

05/04/2026

Access to Justice for all is very important to have access to processes and information without representation or just partial representation when needed. This program continues to grow across Canada and AI will help.

UBC law professors are transforming legal education through innovative collaborations that blend technology, pedagogy and social impact.

04/21/2026

https://justicedevelopmentgoals.squarespace.com/spring-2026-conference

The Action Committee on Access to Justice welcomes you to its inaugural conference:Advancing People-Centred Justice in Canada: Data Sharing and Knowledge Building May 26–28, 2026Ottawa, Canada REGISTER HERE REGISTER HERE What to Expect The conference will bring together researchers, practitioners,...

04/13/2026

You can just do the Estate And Trust Administrator (ETA) course to help you in estate settlement.

You can learn all you need and have many tools that help with probate filing, administration, taxes, investing and accounting.

MTI® Pathway. Estate & Trust Professional (MTI®) designation. https://www.csi.ca/en/learning/designation-pathways/mti

Estate settlement can be done by most capable people. Remember, you can also access professionals just for single tasks as needed.

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The MTI® designation is Canada’s premier designation for estate and trust management. Learn more about the designation pathway.

04/02/2026

Article at the bottom, 'Court chooses between pair of unfinished wills'.

It is best to 'get the job done'! Even though courts often rule on intentions, they can not know for sure what your wishes were. Get your intentions on paper, and then complete your will and other documents.

Take a look at these affordable tools to help you along:

HOW TO WRITE YOUR OWN WILL! Guide and Workbook
https://www.amazon.com/dp/0994783620

The Estate Plan Workbook: Get your final wishes on paper, Your Will, Your Personal Care and Property - Power of Attorney decisions
https://www.amazon.ca/dp/0994783604

Estate Planner - A journal and organizer to note your estate wishes. Organize your personal information, details for your will, living will, powers of attorney, funeral wishes, organ donation, health care directive and more personal notes.
https://www.amazon.com/dp/0994783639

Reach out anytime.

https://www.investmentexecutive.com/news/court-chooses-between-pair-of-unfinished-wills/

The Estate Plan Workbook is a tool you can use to establish your wishes to be included in your Will, your wishes related to your personal care, healthcare, and how your property is to be managed while alive. This book does not provide legal advice but provides information from lawyers and the pub...

03/28/2026

Even a simple journal can help with estate planning. Write down all of your wishes.

How to write your own Will!
https://www.amazon.com/dp/0994783620
The Estate Plan Workbook on Amazon
https://www.amazon.com/dp/0994783604
Estate Planner Journal
https://www.amazon.com/gp/product/0994783639

A journal and organizer to note your estate wishes. Organize your personal information, details for your will, living will, powers of attorney, funeral wishes, organ donation, health care directive and more personal notes.

03/27/2026

Nobel laureate Paul Krugman and economist Robin Brooks, who discuss Iran, oil, the dollar and at lot else in between.

Iran, oil, the dollar and everything.Subscribe to Paul Krugman on Substack here: https://paulkrugman.substack.com/subscribeFind Paul on Bluesky here: https:/...

03/19/2026

Computer programming, bookkeeping, operating heavy machinery, data analysis, or foreign language proficiency.

Save on tuition for an eligible course!! - Refundability: Because it is a refundable credit, it can reduce your tax bill to zero and any remaining credit amount will be paid to you as a refund.

The Canada Training Credit (CTC) is a refundable tax credit designed to help eligible workers offset the costs of tuition and other training fees. Starting in 2019, eligible Canadians began accumulating $250 per year in a "notional account," which can be used to cover up to 50% of eligible tuition and fees paid during a tax year.

Key Features and Limits
Annual Accumulation: You earn $250 each year you meet the eligibility criteria, regardless of whether you take a course that year.
Lifetime Limit: The maximum amount you can accumulate over your lifetime is $5,000.

Maximum 2025/2026 Balance: Since accumulation began in 2019, the maximum potential balance for the 2025 tax year is $1,000.

Eligibility Requirements
To accumulate the $250 annual credit, you must meet several conditions in the previous year:
Age: You must be at least 26 years old and under 66 years old at the end of the year.

Residency: You must be a resident of Canada throughout the year.
Income: For the 2025 tax year, you must have earned at least $10,994 in working income (including maternity/parental benefits) and have a total net income below $165,430.
Tax Filing: You must file an income tax and benefit return for the year.

How to Claim the Credit
Check Your Limit: Your current Canada Training Credit Limit (CTCL) is listed on your most recent Notice of Assessment from the Canada Revenue Agency (CRA).

Eligible Tuition and Fees (What You CAN Claim)
Tuition Fees: Academic fees for courses at post-secondary institutions.
Mandatory Fees: Fees for library, laboratory, computer services, and specific health/athletic services that all students must pay.
Application/Examination Fees: Fees for applying, taking exams for professional certification, or receiving a diploma/degree.
Specific Training: Fees for developing or improving occupational skills (even if not at a post-secondary level).
Foreign Schools: Fees paid to universities outside Canada if you were in full-time attendance for a program lasting at least three consecutive weeks, or to a US school (if commuting).

Ineligible Fees (What You CANNOT Claim)
Extracurricular student social activities.
Medical expenses.
Transportation and parking.
Board and lodging.
Goods of enduring value (e.g., a laptop purchased for a program).
Fees paid by an employer (if not included in your income).

03/04/2026

EPCC Canada has a new Fiduciary Accounting and Passing of Accounts course with Whaley Estate Litigation (WEL) Partners.