Services

Estate Planning for Individuals

Estate Planning for Business Owners and Licensed Professionals

Estate Administration

Guardianships of Property and Personal Care

Professional Executor Services

Real Estate Transactions

Estate Planning

For Individuals

I offer the following services as part
of an estate plan:

  • Wills (personal, foreign property)
  • Trust Agreements
  • Powers of Attorney for Personal Care and Property
  • Guardianship Applications
  • Guidance on beneficiary designations for life insurance
  • Guidance on beneficiary designations for registered assets, such as Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), other private pension assets and Tax-Free Savings Accounts (TFSAs)
  • Guidance with testamentary instruments regarding foreign property
  • Making charitable donations
  • Taking other actions that can minimize estate administration tax