ESTATE PLANNING

To ensure that your wishes are respected and also to avoid many difficult issues for your successors, it is critical that you have a succession plan and an updated will. 

Key features of your succession plan should include:

-  Define the objectives of your succession plan;

-  Determine your wishes (beneficiaries, asset distribution, tutors, etc.);

-  Establish the financial needs of your successors, such as your children's education;

-  Evaluate your needs in case of incapacity; and

-  Minimize the tax burden and maximize the cash flow available after your passing.

Attached below are a few resources to help you with your Estate Planning.

(Click on the links below to open)

Estate Planning Guide for BC Residents

How to Choose Your Executor

A Common Sense Approach to Powers of Attorney for Property

Estate Planning Worksheet - Taking an Inventory of Your Assets

Planning for a Child with Special Needs

What to Do if you Are the Executor

To Probate or Not to Probate

The Mysteries & Misconceptions of Joint Ownership