Estate planning is an individual process specifically designed to meet your needs and wishes for the future. Our goal is to provide advice and services in preparing the best estate, tax and retirement planning for you.
What Is Estate Planning?
Estate planning is a process. It involves the people you care about most- your family, other individuals, and in many cases, charitable organizations. It also involves your assets and the various forms of ownership those assets may take. Estate planning addresses your future needs in case you ever become unable to care for yourself. It is an important step in managing your future.
Services we offer:
Preparation of wills of varying complexity.
Assist with estate administration and probate of wills and provide services with respect to wills variation and other estate litigation matters.
Preparation of representation agreements including financial/ legal matters and future health and personal care matters.
Implementation and administration of family trusts as part of tax and wealth preservation planning.
Power Of Attorney
Preparation of specific and enduring powers of attorney.
Preparation of your nomination of committee for your future heath care needs. Preparation of your application of appointment as committee
Advice with respect to charitable giving and the tax advantages and structure of donations to charities.
Implementation of corporate reorganizations related to estate planning.
Seminars | Feb 19, 2018
Best of Both Worlds: 5 Real Estate and 5 Estate Planning Practice Points to Keep You (and Your Clients) out of Court
Publications | Jan 6, 2018
When Two Wills are Better Than One
Publications | Jul 4, 2017
A New Wills and Estates Law for British Columbia
Publications | Mar 23, 2017
Passing on Family Businesses to the Next Generation
Publications | Jun 28, 2016
Be nice - you can be disinherited
Blog | Feb 10, 2016
Mental Illness and the Capacity to Make a Will
Blog | Feb 10, 2016