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Home
Meet Your Team
Your Team
Your BMO Experts
We Lead Your Team of Professionals
Our Approach
Our Beliefs
Dividends Pay, Period
Managed Money
Transparency of Fees
Financial Planning
Financial Planning
Simplifying Your Pension Options
Insurance Wants
Women and Wealth
Women and Wealth
Articles of Interest
Helpful Resources
Resources - Economic and Market Updates
Resources - Retirement
Resources - Estate and Succession Planning
Resources - Tax
Resources - Wealth
Resources - Education
Contact Us
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Home
Meet Your Team
Your Team
Your BMO Experts
We Lead Your Team of Professionals
Our Approach
Our Beliefs
Dividends Pay, Period
Managed Money
Transparency of Fees
Financial Planning
Financial Planning
Simplifying Your Pension Options
Insurance Wants
Women and Wealth
Women and Wealth
Articles of Interest
Helpful Resources
Resources - Economic and Market Updates
Resources - Retirement
Resources - Estate and Succession Planning
Resources - Tax
Resources - Wealth
Resources - Education
Contact Us
Resources - Estate and Succession Planning
Importance of Estate Planning
You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things or if you became incapacitated? While there are a number of legitimate reasons for avoiding the issue – ranging from “I don’t have time” to “it’s a difficult topic to think about” – estate planning is too important to ignore.
Importance of Estate Planning
Estate Planning for Spouses and Children Using Testamentary Trusts
Estate Planning for Spouses and Children Using Testamentary Trusts
Estate Planning for Spouses and Children Using Testamentary Trusts
Estate Planning: Family Meeting Guide
Estate Planning: Family Meeting Guide
Estate Planning: Family Meeting Guide
Estate Complexity – Agent for Executor Tool
Estate Complexity – Agent for Executor Tool
Estate Complexity – Agent for Executor Tool
Estate Planning for Blended Families
Estate Planning for Blended Families
Estate Planning for Blended Families
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Planning for the Family Vacation Property
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Digital Assets and Your Estate Plan
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Estate Information Organizer
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Estate planning for complex family dynamics
- Creating Dependable Income Today, Tomorrow, Together -