Estate Planning Information


Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.

All too often, we hear:

  • "I'm too young to do estate planning."
  • "All my property is titled in joint tenancy with my spouse so I don't need a will."
  • "Estate planning is only for the super-rich."
  • "Estate planning is too complicated and expensive."
  • "Doesn't the government provide for that?"
  • "We did our wills right after we got married 30 years ago and see no need for further planning."

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

Featured Articles

Around town

On Monday, Melissa Evick will speak about powers of attorney; on April 8 attorney Ryan Smith will give an overview of estate planning; on April 22, ...

Ex-judge Vettori-Caraballo ordered to re-pay money stolen from client's estate

Vettori-Caraballo – who helped Falgiani prepare a will and provided estate-planning services for Sampson – was accused of stealing at least ...

Victoria HarbourCats give away funeral to lucky fan

The team is giving away a End of Life package including will planning, ... will provide a comprehensive and complimentary retirement or estate plan, ...

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Five new ways to save on your taxes in the Federal Budget

Under the federal home buyers' plan (HBP), first-time home buyers can ... Finally, if you get your news online (and actually pay for it!), the budget has ... Tax & Estate Planning with CIBC Financial Planning & Advice Group in Toronto.