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Vice President and Senior Private Banker | CFP, FEA
BMO Private Wealth
595 Burrard St
PO Box 49500
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
April 30, 2020: A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals.
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
What Happens When a Canadian Resident Dies? discusses what happens to the assets of a deceased Canadian resident from a tax and estate perspective.
Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.
This article addresses common questions asked by our agricultural clients regarding succession planning of the family farm.
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.