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Estate Planning

Resource Info

Summary Helpful collection of links devoted to Estate Planning
Published 2015
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Estate Planning

The following links will provide you with some resources to help you prepare for your initial meeting with our office:

Do I Need a Will?

Saving Probate Fees

How Can Trusts Help Me and My Family?

What Happens to Daisy? – Planning for Your Pet

Young Beneficiaries

Who Will Care for a Child If the Parents are Gone?

Information About Powers of Attorney

If you are a Business Owner or have an interest in a private corporation…

Succession Planning for Small Business

If you have a beneficiary with a Disability…

Providing for a Family Member with a Disability

General Information for Recipients of ODSP

Gifting to ODSP Recipients

If you are Divorced, in a Second Marriage or Living Common Law…

Separation and Divorce – Estate Planning Concerns

Marrying Again or Living Common Law

 

Additional Resources

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Gifting to ODSP Recipients

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It is easy to assume that leaving a gift to someone in your will or naming them as beneficiary...
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Do I Need a Will?

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Some people think that because their affairs are simple or their assets are modest, they don’t need a Will....
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adult child disability henson trust 

Providing for a Family Member With a Disability

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As the parent of a child with a disability, you are likely quite concerned about how your  child will...
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Estate Information Checklist

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Get your copy of our Estate Information Checklist