Vice President and Senior Private Banker | CFP, FEA
Tel:
604-665-7458
Tel:
604-351-8550
Address
595 Burrard St
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
Map
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. | |