BMO Bank of Montreal - We're here to help.™
Ryan Sirianni

Private Banker

Tel: 778-694-9083

Address

BMO Private Wealth
1180 Columbia Street West, Suite 201F
Kamloops, BC
V2C 6R6
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Estate & Succession Planning

Estate & Succession Planning

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.

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.

Different Ownership Structures for Real Estate Investment Property

Investing in real estate has always been a popular investment strategy for building wealth, particularly in active housing markets and big cities like Toronto, Vancouver and Montreal. No matter where you choose to invest, the decision to purchase real estate should be reviewed with your tax and legal advisors to understand the tax and legal issues applicable to your particular circumstances, and to determine whether it is a suitable option for your situation.

Passing it on?

Expectation versus reality for leaving and receiving an inheritance.

Engaging the next generation

Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.

“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.