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Life Insurance Proceeds – Separation, Divorce and Family Law – Victoria, BC

In a separation one of the issues spouses need to address is...

Lifetime Discretionary Trusts – Wills and Estates – Victoria, BC

A discretionary trust may be considered when a will-maker...

Bankruptcy and How it Affects Spouses – Separation, Divorce and Family Law – Victoria, BC

When one spouse declares bankruptcy either before, during or...

Estate Taxes – Wills and Estates – Victoria, BC

When a person dies in British Columbia, their executor is...

Marriage and Cohabitation Agreements: How Do They Work?

One of the most common ways that your financial planning can...

Is Shared Parenting the Default?

Shared parenting is where both parents have the children at...

Dying Intestate – Wills and Estates – Victoria, BC

When a person dies and does not leave a Will, the estate is...

Taxation of Registered Retirement Savings Plans and Retirement Income Funds on Death – Wills, Estates and Trusts – Victoria, BC

When a person dies their RRSPs and RIFs (Registered Plans) are...

Disclosure – Separation, Divorce and Family Law – Victoria, BC

When working with clients I always emphasize the importance of...

Filing Estate Taxes and Applying for a Clearance Certificate

When a person dies, the executor/administrator of the estate...

Enduring Power of Attorney In Victoria, BC

Making a Power of Attorney under the B.C. Power of Attorney...

Removal of Trustees – Wills and Estates – Victoria, BC

When an estate is administered by the executor/trustee a...

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