A Will is the best way to ensure that the people, charities and organizations you cherish most receive the benefit of your estate. Your Will is also your last communication with your family and friends and your opportunity to leave clear instructions on how you want your assets to be handled, and how you want…
A Trust is a legal relationship in which property is transferred by the person making the Trust (the “Testator”) to a party who manages the property, for the benefit of the Testator or another. Trusts are separate legal entities. Assets inside a Trust are managed by a trustee who has legal responsibility for managing and…
The snow is flying, and there is a bite in the air. At this time of year, many people in Kelowna think about spending time down south. For some, it is just a week’s break in their busy work schedule, for others it involves spending several months in the sunshine. A few winters ago, I…
