Estate Planning Information


Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.

All too often, we hear:

  • "I'm too young to do estate planning."
  • "All my property is titled in joint tenancy with my spouse so I don't need a will."
  • "Estate planning is only for the super-rich."
  • "Estate planning is too complicated and expensive."
  • "Doesn't the government provide for that?"
  • "We did our wills right after we got married 30 years ago and see no need for further planning."

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

Featured Articles

Lument Securities Advises on Innovative Employee Stock Ownership Plan Transaction for Leading ...

"Benefits include a fair valuation, path to liquidity, liability management, estate planning, and tax advantages, while also establishing company legacy ...

Rick Bloom: Learning financial literacy now can pay dividends down the road

To have your financial house in order, you need to consider a number of areas, including estate planning, taxes, risk management, debt management ...

One in four made a Will in pandemic year surge

Neil Jones, tax and estate planning specialist, Canada Life said: "As a society, we often shy away from talking about the state of our personal and ...

I'm buying a house for my daughter. How should I do it?

A. For this kind of planning, you should speak to an attorney who can ... The federal estate and gift tax exemption amount for 2021 is $11.7 million per ...

Estateably expands to Alberta

Montreal-based Estateably Inc. is expanding its offering to estate planning professionals in Alberta. Launched in January 2021, Estateably is a ...