Estate Plan

 

You love your spouse, your kids and grandkids. Do you plan to leave financial well-being or a financial burden to the people you love?

An estate plan will help you maximize your wealth and transfer your financial well-being to your heirs. 

We can help you create a proper estate plan.

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Succession Plan

 

If you own a business, you need a plan to know who will take over your business in the case of unforeseen circumstances. They may be your family members, business partners, or potential buyers.

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A succession plan will help you plan for future needs.

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We can help you put a succession plan in place.

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Fair Estate Distribution Plan 

 

Under normal circumstances, you should prepare a will to distribute your assets to your loved ones. You will face two issues here. 

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The first one is to pay the probate fee to the court. Probate is a process of proving to the court that your will is legally valid. When your assets are listed in your estate, such as a real estate property, they are needed to be distributed based on your will, this will must be probated. The regular probate fee rate in BC is 1.4% of all the estate’s assets distributed through the will.

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The second issue is the fair distribution of your assets. You may think your estate could distribute the assets fairly based on your will. However, the court allows others to contest your will, and your will might be even contested by your heirs on their fair inheritance. Millions of dollars are spent every year on legal fees on settlements of this kind of dispute.

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We have the solutions to help you distribute your assets based on your willingness without paying the probate fees and potential disputes.