How Professional Estate Planning Can Protect Your Loved Ones


Professional estate planning advice offers the human touch that software and AI cannot. When it comes to estate planning, here are the benefits I offer you. I will show you how to take the first steps to:

  1. Make better wills with professional help
    Avoid traps and troubles and loved ones going to court over your estate.
  2. Save income and provincial estate administration (probate) taxes
    Preview your estate to reduce taxes without risk.
  3. Understand powers of attorney and personal care issues
    Appoint persons you trust to make decisions if you cannot.
  4. Find the right person for every job
    Choose executors, trustees and attorneys.
  5. Learn the tax-free advantages of life insurance
    Provide for your family and achieve your estate goals.
  6. Learn how to use trusts to secure assets
    Protect minors or those persons with special needs.
  7. Protect yourself in marriage or divorce
    Get advice for when you marry, separate or divorce.
  8. Learn how to benefit from legal checkups
    Use reminders and checklists to review estate plans.

Need help reaching your estate planning goals? Make sure your family benefits from professional estate planning. I can help. Contact me for a meeting to discuss your questions.

I am a Certified Specialist. Estate law is all I do.