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Legal Services

  • Wills
  • Trusts
  • Powers of Attorney
  • Representation Agreements and Advance Directives (Living Wills)s
  • Life Insurance Trusts / RRSP & RRIF Trusts
  • Shared Ownership Agreements for Life Insurance and Critical Illness Insurance
  • Family Trusts for Small Businesses or for Investment Portfolios
  • Spousal Loans
  • Joint Tenancy Documents
  • Estate Planning services, such as:
    • suggesting and implementing ways of minimizing taxes, probate fees and legal expenses at death and for your heirs;
    • taking steps to minimize the chance of expensive and polarizing Will challenges at death;
    • helping family businesses transition to the next generation;
    • preserving legacy assets like family cabins and suggesting ways to transfer them to your family that minimizes the chances of family discord;
    • developing estate equalization strategies if some assets like a home, business or farm comprise the bulk of your estate and you are struggling to find ways to transfer them to some of your heirs without shortchanging others;
    • working with blended families to balance competing interests of children from prior relationships and your new family;
    • developing solutions to provide a fair division of your estate when there is a large age range between your children and you want to provide more for your younger kids or to set aside extra sums for their education;
    • protecting your heirs from themselves and creditors by structuring when and how they receive their inheritance so that it is not squandered; and
    • coordinating beneficiary designations for registered plans and life insurance products with your Will.
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