Estate planning, from a legal point of view, involves making sure that your property and your person are handled in accordance with your wishes when you are no longer able to communicate those wishes. I draft wills to distribute and protect property after death, and I draft enduring powers of attorney and personal directives to provide for management of your financial affairs and personal affairs when you lose mental capacity. While I am familiar with basic tax rules, for the most tax-effective estate planning, I ask my clients to secure the recommendations of a professional accountant as well to assist us in our planning process. I then review all possible variations on family structure to devise plans to meet the most foreseeable situations.
If you are looking ahead to estate planning for yourself and your loved ones, call me for experienced and understanding legal advice to set your affairs on a sound footing.
Calgary and Surrounding Area
4603 Varsity Drive NW, Suite 206, Calgary, AB, T3A 2V7
Monday – Thursday: 9:00 AM – 4:30 PM
Friday: 9:00 AM – 4:00 PM