Articles & Resources

Insights for Alberta Business Owners

Explore our Articles & Resources for practical legal insights. We provide educational content designed to help business owners seamlessly connect their corporate structure with their long-term estate and succession planning.

Registered Isn't Enough

Registered Isn’t Enough: Incorporating in Alberta the Right Way

Every so often, someone sends me a certificate of incorporation and a question: “I incorporated my company last year. Now the bank wants to see my minute book. What’s a minute book?” It’s a good question. In most of these cases, the corporation was registered but never organized. Those are two different things, and the […]

Your Adult Interdependent Partner and Your Estate

What Is an Adult Interdependent Partner in Alberta?

Part 1 of 2: The Status — How You Get It, and How You Lose It Most Albertans still say “common law.” The legislature stopped using that language more than twenty years ago. Since 1 June 2003, the relationship Alberta law recognizes outside marriage is the adult interdependent relationship, and the person you are in […]

Your Adult Interdependent Partner and Your Estate

Your Adult Interdependent Partner and Your Estate

Part 2 of 2: Inheritance, Claims, and the Traps in the Timing In Part 1 we dealt with the threshold question: who is an adult interdependent partner (“AIP”) under the Adult Interdependent Relationships Act, SA 2002, c A-4.5 (“AIRA”), and when that status begins and ends. Three points from that post carry the weight of […]

The Agreement Every Alberta Business Partner Needs (But Almost No One Has)

A plain-language guide to the Unanimous Shareholder Agreement — and why it might be the most important document your company ever signs. You’ve done the hard part. You built something. You incorporated, you found a partner you trust, and you’re doing real business. Life is good. But let me ask you a few questions. What […]

What Happens If You Die Without a Will in Alberta? | Intestacy Rules Explained

What happens to your home, savings, and family if you die without a Will in Alberta? In this video I walk through the intestacy rules under the Wills and Succession Act — who inherits, how the preferential share works for blended families, and why the government’s default plan almost never matches what families actually want. […]

3 Common Estate Planning Mistakes Alberta Families Make — And How to Fix Them

Good estate planning is not complicated for most Alberta families. The documents are straightforward, the process is well-established, and the peace of mind that comes from having everything in order is genuine and lasting. What is complicated is undoing the damage when those documents are missing, outdated, or incomplete — and that work happens at […]

Estate Planning Documents Every Alberta Family Needs: Will, EPA, and Personal Directive

Most Albertans, when they think about estate planning, think about a Will. That instinct is right. A Will is the foundation. But it is only one of three documents that every Alberta adult should have in place — and the other two are often missing, sometimes with serious consequences for the families left to manage […]

What Is a Not-for-Profit?

What Is a Not-for-Profit? When people hear the term not-for-profit, they often assume it simply means “an organization that doesn’t make money.” In reality, a not-for-profit is a specific legal structure, with distinct benefits, responsibilities, and limitations under Canadian law. Understanding what a not-for-profit is—and how it differs from a traditional for-profit corporation—can help founders, boards, and […]

Why Incorporate Your Business in Alberta?

Why Incorporate Your Business in Alberta? As a business owner in Alberta, you’ve likely poured countless hours into building your venture. But have you considered taking the next step and incorporating it? Incorporation isn’t just for big corporations—it’s a strategic move that can protect your personal assets, optimize your taxes, and set your business up […]

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