Estate Planning
For Individuals
- 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
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