Vice President and Senior Private Banker | CFP, FEA
Tel:
604-665-7458
Tel:
604-351-8550
Address
BMO Private Wealth
595 Burrard St
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
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Estate & Succession Planning
Estate & Succession Planning
Preparing Your Last Will and Testament
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.
“Stress Testing” Your Estate Plan in a Time of Crisis
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.
Planning for the Family Vacation Property
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.
Digital Assets and Your Estate Plan
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?
What Happens When a Canadian Resident Dies? discusses what happens to the assets of a deceased Canadian resident from a tax and estate perspective.
Engaging the next generation
Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.
Succession Planning for the Family Farm
This article addresses common questions asked by our agricultural clients regarding succession planning of the family farm.
Estate planning for complex family dynamics
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.
