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Estate Planning

Protecting and Transferring Your Legacy

Wills, trusts, inheritance planning, probate minimization, and tax-efficient wealth transfer strategies for families and business owners.

Estate Planning

Proper estate planning protects your loved ones and minimizes taxes. We help you create a plan that reflects your wishes and values.

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Articles in Estate Planning

Why Your Will Needs to Be Updated After Separation or Marriage
Estate Planning

Why Your Will Needs to Be Updated After Separation or Marriage

In Alberta, marriage does not revoke a will and separation does not remove your spouse. Here is what you must do.

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The Pros and Cons of Using a Trust in Alberta
Estate Planning

The Pros and Cons of Using a Trust in Alberta

Trusts are powerful but not right for everyone. Here is an honest look at when a trust makes sense — and when it does not.

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How to Minimize Probate Fees in Alberta
Estate Planning

How to Minimize Probate Fees in Alberta

Beneficiary designations, joint ownership, and trusts can keep assets out of probate. Here is the priority order.

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Estate Planning for Blended Families
Estate Planning

Estate Planning for Blended Families

When you have children from a prior relationship and a new partner, standard estate planning tools can fail you.

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Joanne David CFP FCSI

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