Wills & Estates
The professionals in our estate group can assist in estate planning generally, or more specifically in the drafting of wills, trusts, enduring powers of attorney and personal directives. McLennan Ross is also known for its expertise in the area of estate litigation. Our estate clients are from all walks of life with needs as diverse as a will leaving everything to their spouse and a corporate restructuring to allow appropriate succession planning in a business. Our clients benefit from our experience and expertise, coupled with a common sense approach to the special, individual concerns of each client. Your will Anyone who has property, RSPs or employment benefits, and anyone who has children, needs a will. You should review your will every two or three years, or when you or your family experiences a serious change. The Enduring Power of Attorney An Enduring Power of Attorney (EPA) is a document that you sign while you still have capacity, which enables someone else to look after your finances when you cannot. If you do not have an EPA it will be necessary for someone to apply to the courts for an order of Trusteeship should you become incapacitated. The Personal Directive The Personal Directive gives your appointed agent the authority to determine where you live and the kind of medical treatment you receive, should you become incapacitated. Estate planning In developing an estate plan, we start with the here and now and move toward the future in an orderly fashion. The wishes of the individual, coupled with their current responsibilities, are the paramount concerns. We also overlay tax consequences and other legal requirements in order to accomplish the appropriate planning. Download our Estate Planning Questionnaire - it's an important part of a thorough financial plan. For further information
To find out more about McLennan Ross's experience and expertise in this area of the law, please contact Karen Platten at 780.482.9278, or email kplatten@mross.com. |
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