Advice you can trust for a future that lives on.
Planning for a future beyond your own lifetime can be a difficult emotional task – just like planning for the possibility of an accident or illness. No one likes to think about it, yet it’s one of the most important things you can do to ensure a secure future for yourself and your family.
In our South Delta office we’ve created and implemented hundreds of estate plans and business succession plans for companies and individuals throughout Metro Vancouver. We offer a full range of affordable estate planning including:
- Powers of Attorney
- Representation Agreements (Living Wills)
- Trusts, including family and alter ego trusts
- Business succession plans
We also excel at estate litigation and have represented clients in many difficult situations, such as when:
- an unfair Will needs to be contested
- the capacity to make a Will is in question
- there is a dispute over whether funds transferred to an adult child were intended as a gift or not.
Estate plans: provide for the people and charities you care about.
If you want to be sure that your wealth goes to the people and charities of your choice, you need an estate plan tailored to your needs. At Severide Law, we can create an affordable, yet comprehensive estate plan that will seamlessly transfer your wealth to your family, friends and favorite charities through a Will, trust, or, if appropriate, by putting assets into joint ownership.
We can work with your financial advisor and accountant to structure a plan that minimizes the taxes that will be paid out of your estate on your death. There may be opportunities to place assets into joint ownership or a trust to avoid probate fees or challenges to a Will.
Whether you need a complex estate plan for your blended family, a reciprocal or “mirror” Will with your spouse, or a simple Will to ensure that your affairs will be handled efficiently on your death, we can help.
Trusts: protect your loved ones and your wealth.
If you have a complex family and financial situation, creating a trust, either in your Will or as a separate document, can address a range of challenges. Trusts can be used for estate planning, income splitting, creditor protection, or to protect the finances of a person receiving disability benefits. They can also be used to protect an estate against challenges from unhappy beneficiaries who have been disinherited under a Will.
Severide Law can help you evaluate whether a trust is the right choice for you and your family, and then create and implement the specific type of trust that you need.
Powers of Attorney: make a plan B.
No one plans to get sick, but you can plan to have your needs looked after if it happens. Severide Law can help you set up a Power of Attorney and a Representation Agreement (Living Will), to ensure that if you become incapacitated and can no longer manage your affairs, the help you and your family need to look after your finances and health is in place.
A Representation Agreement appoints a trusted family member or friend to make health care decisions for you should you become medically unfit to do so.
A Power of Attorney allows a trusted family member, friend or trust company to act on your behalf in the event that you are unavailable or unable (for health or other reasons) to attend to your legal and financial affairs.
It’s essential to create these documents before you need them, so that the people you trust have the power to help you without delay. It’s also much less expensive than applying for legal guardianship after the fact. Not sure what you need? Severide Law has extensive experience in this area – give us a call.
Probate: get experienced help at a difficult time.
When you’re grieving, looking after the details of a loved one’s estate can feel overwhelming and, for the executor, probating a Will can be a daunting experience. Severide Law can help you handle the paperwork so that the estate can be professionally administered, and the assets distributed to beneficiaries in a timely manner. Having professionals assist you with probate and estate administration will also greatly reduce the risk of any liability or complaints.
It’s especially important for an executor to get legal assistance with Probate when the contents of a Will are being questioned or contested. Severide Law has extensive experience in this area, and we pride ourselves on a track record of providing effective legal resolution for our clients at a stressful and emotional time in their lives.
We believe that planning for the future should be affordable.
At Severide Law, we believe that a proper estate plan considers all your needs and goals – it looks after you in the event of illness or accident, and it looks after your loved ones after you die. In fact, we feel so strongly about the value of an estate plan that we offer attractive package pricing, so that you can put everything in place without breaking the bank.
Where do I start?
Our Estate Planning Brochure and Guide can help you get started. Want to find out more? Please contact our office for an appointment with David Severide or Oliver Hamilton, or to speak to one of our team members. Or you can submit a completed Guide online and we will get started right away!
Download our Estate Planning Brochure
Complete our Estate Planning Guide