Estate Planning

Do you know that between 50% and 66% of Canadians do not have a valid will to direct their executors in carrying out their wishes for dividing their estate upon their death? In previous articles, we have discussed why it […]

This is a continuation of my July column in the Medicine Hat News with my Top 10 estate planning tips. If you missed Tips 1-5, you can find them here. 6. Specific Gifts of Cash or Property to Friends or […]

I have been helping families in Medicine Hat and area with their estate plans for more than 35 years. During this time I have observed all estate plans have common goals that are important to all clients, no matter the […]

In Medicine Hat, and elsewhere in Alberta, we have seen economic, political and even environmental challenges negatively impact our personal and business assets. These changes can add stress to your relationship with your spouse, your business partner and even your […]

As our population ages and passes away, concerns about the validity of Wills are becoming more frequent in Medicine Hat and surrounding areas. The financial costs involved to challenge a Will and for the estate to defend the Will, can […]

It isn’t much fun to sit down and make your estate plan because it means you have to think about your own death and the possibility you might become mentally incapacitated before you die. Over the years, I have heard […]

Personal Directive I have written about the importance of a Personal Directive (PD) forming part of your estate plan in previous columns.  A PD allows you to: Choose a person to act as your Health Care Agent (Agent); Give instructions […]

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 […]