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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.

Legacy Giving: How to Support Your Church or Favourite Charity – and Potentially Leave More for Your Family Too

Legacy Giving: How to Support Your Church or Favourite Charity – and Potentially Leave More for Your Family Too

What is Legacy Giving? Legacy giving (sometimes called “planned giving”) simply means including a charitable gift in your overall estate plan. This can be a specific bequest in your Will, naming a charity as beneficiary of an insurance policy or RRSP/RRIF, or donating assets such as publicly-traded stocks, mutual funds, or even real estate during […]

Steps to Update Your Estate Planning

Life changes, and your estate plan should too. Whether it’s a codicil for your Will or a fresh Personal Directive or Enduring Power of Attorney, we’re here to help Edmonton residents (and other Albertans) protect their legacy. Ready to Update Your Estate Plan? Ready to make changes? Here’s a straightforward guide to updating your estate […]

How to Update Your Will or Estate Planning Documents in Alberta

Life is full of changes—new family members, shifting financial situations, or simply a change of heart about how you want your legacy to look. If you’re wondering, “How do I update my Will or other estate planning documents in Edmonton?” you’re not alone. As an Edmonton estate planning lawyer, I often chat with clients who want to ensure their plans stay current. Let’s walk through the process of how you can update your Will, Personal Directive (PD), or Enduring Power of Attorney (EPA) in a way that’s clear, practical, and tailored to Alberta law. Why Update Your Estate Planning Documents? Your Will, Personal Directive, and Enduring Power of Attorney are the backbone of your estate plan. They ensure your wishes are followed, whether it’s distributing your assets, naming guardians for your kids, or appointing someone to make decisions if you […]

Why Every Albertan Should Craft a Will: Unlock Peace of Mind with Estate Planning

Understanding Enduring Power of Attorney in Alberta: Your Path to Peace of Mind

An Enduring Power of Attorney (EPA) is a crucial legal document that allows you to appoint someone you trust to manage your financial affairs if you become incapacitated. This document remains effective even if you lose mental capacity, ensuring your financial matters are handled according to your wishes. Risks of Not Having an EPA Loss […]

The Importance of a Good Probate Lawyer

The Importance of a Good Probate Lawyer

Navigating the Intricacies of Estate Administration As we journey through life, it’s essential to plan for the future, ensuring that our loved ones are cared for and our wishes are respected. The legal landscape can be complex, and for most people is unfamiliar territory. You can certainly learn to navigate it. But when it comes […]

What Does My Probate Lawyer Do?

What Does My Probate Lawyer Do?

Being named an executor in the deceased’s will can feel overwhelming. What do you need to know? What needs to be done? What should you do first? Where can you turn for help? Even as a law school graduate, I quickly discovered that working through the administration of the estate of a loved one for […]

Why Every Parent in Alberta Should Consider Making a Will

Why Every Parent in Alberta Should Consider Making a Will

Have you ever wondered what would happen to your children if you were no longer around to care for them? As parents, we naturally want to ensure our children are safe, loved, and well-cared for, no matter what the future holds. One of the most important steps you can take to secure your children’s future […]

How To Activate An Alberta Power Of Attorney: A Guide

How To Activate An Alberta Power Of Attorney: A Guide

How do you activate a parent’s Power of Attorney? As an Estate Planning and Probate Lawyer, I often help clients: Plan their affairs for times of incapacity and eventual death, often years in advance. Administer these plans when a loved one passes away. A common question arises about the period between these stages. This can be […]

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