Estate planning

Estate planning is about the family.  It is about planning for incapacity and emergency, and planning for the survivors.

Much has changed over the years – new family law legislation, substitute decision making, trustee investing, and taxation.

Family structure has changed.  People define, and redefine, their families - remarriages, common-law relationships, same-sex marriages, single parents, and children born outside of marriage.

Much has not changed – the person, and not the assets, at the centre of estate planning; the need for clear thinking and writing; the need to ease the transfer of assets and their management from one person and generation to another.

Allen & Allen is committed to using plain language.  It is your estate plan - you need to understand it.