Over 6 million Canadians aged 15 and older identifies having one or more disabilities. Today, we're talking about estate planning for disabled beneficiaries in British Columbia. 26 Mar

How to Safeguard Your Disabled Loved Ones in Your Estate Plan

One of the biggest estate planning mistakes you can make is failing to have Health and Financial Powers of Attorney. Protect your wishes. Select someone you trust implicitly to manage your affairs and make personal decisions on your behalf.  30 Sep

Why Powers of Attorney (POAs) are Crucial

Trusts let you control how and when your assets are passed on. The stipulations you outline in the trust can help your beneficiaries use it wisely. 01 Aug

Comprehensive Guide to the Many Different Types of Trusts

It’s never too early to start talking with your family members to ensure everyone is on the same page when a care crisis occurs. Specifically, talk to your parents about their intentions for the future when they’re still capable of managing their affairs. 10 Jul

Planning Care for Aging Parents: Five Key Steps

For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun

Cautionary Tale: Estate Planning for a Loved One With a Disability

24 Jun

Ontario Law: What is an Absolute Discretionary or a “Henson Trust”?

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

What if you no longer want to include someone in your will? Whether you're navigating a second marriage, dealing with an estranged relative, or leaving your assets to charity, there are reasons to disinherit someone. 13 Jun

Six Reasons to Disinherit Someone and How to Do It Correctly

Court rules against woman who sought to have $1.8-million inheritance placed in fully discretionary trust to avoid losing disability benefits... 12 Feb

B.C. Court Rules Against Woman Seeking to Impose Henson Trust

Life-altering events may be unexpected, but that doesn’t mean you can’t plan for them. While no succession plan is foolproof, you can stay on track if you craft your succession plans with the 5 Ds in mind... 28 Jan

Life is Unpredictable: The “5 Ds” of Succession Planning

Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Guardianship is an expensive, time-consuming process that ultimately removes decision-making rights from the person with a disability. Once guardianship is in place, it is very difficult to reverse. 20 Dec

Adults with Disabilities: Decision-Making Rights & Support