Tag

Estate Planning

JUN

2023

What’s Your Type? Gifts in Wills

Welcome to part one of a two-part series where we investigate the types of legacies (gifts in wills) you may leave. There are three types of legacies: general, demonstrative, and specific. For our purposes, let’s assume that the testator (the will maker) has left sufficient...

MAY

2023

WESA Notice Requirements

When an executor applies for a grant of probate, one of the first steps is to provide notice of the application for the grant of probate to certain people consistent with the Wills, Estates and Succession Act (WESA). The Supreme Court Civil Rules sets out who notice must be...

SEP

2022

Representation Agreements versus Advance Directives

When considering health care and incapacity planning, clients often wonder about the differences in representation agreements and advance directives. An advance directive is a written document that contains instructions that give or refuse consent to certain health care...

JUL

2022

Estate Planning for Disabled Beneficiaries

In British Columbia, the provincial government provides disability assistance for eligible persons with disabilities who need help completing daily living activities. Individuals receiving disability related income support must meet certain strict criteria, including strict...

MAY

2022

Where to Keep your Estate Planning Documents

Finalizing your estate planning documents is an important step to ensuring that your affairs are in order to properly protect you and take care of your loved ones upon your passing. Once you have your estate planning documents in place, you will need to decide where to keep...

JAN

2021

Your New Year’s Resolutions: Legal Edition

It’s a new year! While many of us are probably happy to be waving goodbye to 2020, the start of a new year is a great time to review and assess your personal and corporate administrative matters. This last year introduced some new requirements that clients should be aware of...

JAN

2021

Estate Planning For A Blended Family

The typical construct of a modern family is increasingly becoming, more often than not, blended families. If you are one of the many with a blended family and considering creating or updating your succession or estate plan, it is important to discuss your family dynamic with...

OCT

2020

The Probate and Estate Administration Process: How to Prepare Your Listing of Estate Assets and Liabilities

Probate is the legal process in which a deceased’s will is reviewed by a court of law to determine whether it is valid and authentic. It is also related to the general administration of a deceased’s estate. Estate Administration refers to the legal process of administering and...

APR

2020

COVID-19 At Home Project Ideas – Wills and Estates

Many British Columbians are currently at home due to self-isolation, mandatory quarantine or lay offs and in search of projects to pass the time. Believe it or not, there are a number of projects related to your legal affairs that you can tackle from the comfort of your own...

MAR

2020

Does the Will Govern all a Person’s Assets?

We are often asked how it works with a person’s assets after their death. Are all the assets dealt with by the Will and administered by their executor? In other words, do all their assets fall into their estate? The short and simple (and favourite) answer is – not...

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Tag

What’s Your Type? Gifts in Wills

WESA Notice Requirements

Representation Agreements versus Advance Directives

Estate Planning for Disabled Beneficiaries

Where to Keep your Estate Planning Documents

Your New Year’s Resolutions: Legal Edition

Estate Planning For A Blended Family

The Probate and Estate Administration Process: How to Prepare Your Listing of Estate Assets and Liabilities

COVID-19 At Home Project Ideas – Wills and Estates

Does the Will Govern all a Person’s Assets?

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