Estate Planning

June 17, 2015

Protecting Your Wealth

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 […]
July 8, 2015

Top 10 Estate Planning Tips

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 […]
August 13, 2015

Top 10 Estate Planning Tips Continued

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 […]
October 14, 2015

Wills, Wills, Wills

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 […]
August 18, 2017

Estate Planning: Gifts or Loans

Parents never stop parenting. That phrase has been around for a long time and can usually be heard when a group of parents get together. The phrase, however, seems more applicable today due to the economic realities many Medicine Hat […]
October 19, 2017

Defeat Procrastination: The Small Steps to Complete Your Estate Plan

Is there anything easier to delay than creating your estate plan?  Your estate plan is even easier to put off than fixing your fence.  You do not wake up, look out the window and see your estate plan is flaking […]
November 17, 2017

Defeat Procrastination: The Small Steps to Complete Your Estate Plan (Continued)

This is a continuation of my October column in the Medicine Hat News with my 6 steps to complete your estate plan.  If you would like to review the first 3 steps, please find them here. In my October column […]
August 16, 2018

Straight from the Heart: Organ Donation and Personal Directives

In light of recent events, there has been a noted increase in the amount of Albertans who are interested in having their  organs donated to benefit others. You likely seen (or have) the small heart symbol on your driver’s license […]
January 16, 2019

I’ve been named a Personal Representative: what do I do?

A Personal Representative (a.k.a. Executor or Administrator) is a person or Corporation named in a Will to manage and administer the deceased’s estate in accordance with the terms of the Will.  A Personal Representative (PR) must act in the best […]
June 12, 2019

Family Business and Personal Estate Planning

Medicine Hat and area have many family businesses, especially in the agricultural industry. Family businesses present unique challenges when it comes to creating a plan to transfer the family business to the next generation. Where a significant amount of value […]