January 13, 2014
The EPA or Enduring Power Attorney is an integral part of your estate plan. The EPA is a document that allows you, as the maker, to appoint someone (called the Attorney) to manage your financial matters when you have lost […]
April 25, 2013
Have you been named as the Personal Representative (PR for short) in a Will? PR is the modern term used for the person who conducts the Executor and Trustee duties in completing the administration of an estate. PRs and beneficiaries […]
October 20, 2012
If you own a successful family business, that success is likely the result of a lot of hard work, and it probably didn’t happen overnight. And if you enjoy running your family business, you’ll likely want to do so as […]
March 17, 2012
Yes, you have been in a Fiduciary Relationship. Even if you never used the word, it applies to your daily life more than you know. It is a special relationship where the Fiduciary has special control or power over the […]
June 18, 2011
This article is not referring to Leonard Cohen or last call at your favourite watering hole. It is about real estate transactions where for one reason or another, the purchase price is not able to be paid on the closing […]
January 24, 2011
Being asked by a family member or friend to be the Executor (also called a Personal Representative [PR]) of their Will is a big honour. It can be hard to say no to someone who trusts you and respects you […]
December 9, 2010
The life expectancy of your Will is very important. In Medicine Hat, I have seen and administered Wills that were 30 years old (and older). Lawyers are concerned the Will they are drafting for you might be the only Will […]
February 21, 2010
This article will focus on what to consider when your beneficiaries, (the parties who you will leave your estate to), and your executor or personal representative (PR), the person who manages the estate process once you die, live outside of […]
January 24, 2010
When you create your estate plan, you generally face 3 decisions: 1) What are your assets you want distributed through your will (your estate assets)? 2) Who do you want to leave your estate to (your beneficiaries)? 3) Who will […]
March 23, 2009
In Medicine Hat, as elsewhere in the province, we are living longer. While there are wonderful benefits to a long life, we also increase the risk of diminishing mental capacity in our golden years. Many people prepare for this risk […]