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Wills and Estates

Whether you are a couple with young children looking to have wills prepared for the first time, a senior considering redrafting your will in light of new additions to the family, or a successful business owner with shares in a corporation, we can help provide you with the products and services that best meet your needs.

We will assess your situation both personally and financially to determine what is required to achieve your objectives and to manage and protect your assets for your beneficiaries.  This may involve anything from the drafting of simple wills and powers of attorney, to the preparation of a secondary (or private) will to avoid probate on the value of the shares you hold in a private corporation, to setting up a Henson trust for the benefit of a disabled beneficiary.

Our services include:

  • Preparing simple wills and codicils
  • Preparing corporate (or private) wills with a view to avoiding probate taxes on certain assets
  • Preparing powers of attorney for the management of property and personal care
  • Preparing trusts including Henson trusts

If tax or insurance advice is required, we can assist you in finding the appropriate tax and insurance professionals, and we will work with those professionals to provide you with a practical yet comprehensive plan for your personal affairs.

 

Latest Articles

NEWS: Marc Bhalla in Condo News

December 1, 2017

The Fall 2017 edition of Condo News, the award winning publication of the Golden Horseshoe and Grand River chapters of the Canadian Condominium Institute, features an article by Marc Bhalla on page 29.

Marc co-wrote the article with fellow mediator Colm Brannigan.  It considers whether it is important for mediators of condominum disputes to understand condos and is titled Should Your Mediator Understand Condos.

Please click here to view Marc and Colm's article.

Read more...
 
NEWS: Marc Bhalla in the November 2017 issue of Condo Business

December 13, 2017

The December 2017 edition of Condo Business magazine features an article that Marc Bhalla wrote on page 28.

In his article, titled The Pros and Cons of Community-Building Efforts, Marc points to positive and negative aspects of building communities within condominiums. 

Read more...