Heritage Law

220 – 545 Clyde Avenue
West Vancouver, BC V7T 1C5

Phone: 778-786-0615
Fax: 778-786-0616
Email: info@bcheritagelaw.com

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/Estate Planning

Planning for Disabled Beneficiaries

People who support adult dependent children have specialized needs in their estate and financial planning. Often these adult dependent children, due to physical or mental disability, will be dependent on government benefits for their entire life. The following are some estate planning strategies that can be used to effectively plan ahead: Qualifying for Provincial Disability [...]

By | November 25th, 2008|Estate Planning, Uncategorized|Comments Off on Planning for Disabled Beneficiaries

Why Make a Trust?

A trust is the formal transfer of assets (i.e. property, shares or cash) to one or more people (usually two or three) or to a trust company with instructions to hold and administer the assets for the benefit of specified others. Trusts are used for estate planning, tax avoidance and asset management purposes. Trusts are [...]

By | November 13th, 2008|Estate Planning, Uncategorized|0 Comments