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.
$500 plus GST On a budget or just want to talk about a few issues? Let’s talk for an hour and I’ll send you an email briefly summarizing my suggestions. It might be the best $500 you ever spend.
$500 plus GST
