Transfer Strategy

Transferring assets of an estate can be a complex task. Having a current up-to-date will is one of the most important tools a person can have when doing estate planning. If you die without a Will, your property will be distributed by a court appointed administrator according to statutory plans for "intestate succession." Your property will be divided among your surviving spouse, children, and possibly other relatives in whatever manner the law of your jurisdiction specifies. Most people are unfamiliar with the intestate succession rules in the province of Alberta. Once they have become aware of how their estates will be treated without a will they take action.

Our advisors can help you understand these rules and assist with providing options for transferring your estate; this can include business succession
planning.

For more information click here to be contacted by an Advisor.