By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family. An estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to the next generation and ensure that beneficiaries are protected. We will work with you to ensure that your estate concerns are addressed. Common elements of an estate plan can include:
Valid and current Wills for all adults in the family
Different types of power of attorney for all adults in the family
Evaluation of insurance coverage (i.e. do you have sufficient coverage?)
Ownership structure (i.e. the use of Joint Tenancy agreements)
Planning for incapacity
Advanced estate planning opportunities (i.e. the use of Living Trusts)
Taxes at death
Pre-planned funeral arrangements
As every client has different circumstances, when necessary we can utilize the services of our Will & Estate Consultant for additional expert advice.
Avideh Musgrave, LL.B., TEP
Will & Estate Consultant
An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration.