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White Rock, BC
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Kelowna, BC
V1Y 1J5

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Estate & Succession Planning

Estate & Succession Planning

Estate Planning for Physicians

Estate Immediate Checklist

Trust Planning for the Disabled

Tax & Estate Consequences of Investing in US Securities

Joint Ownership of Property: Pros & Cons

Probate Fees and Taxes

Insured Annuities

The Why and When of Wills

Executor's Task List

Estate Preservation

Disability Income Insurance

U.S. Estate Tax for Canadians

Sue and George: Trusts for a Surviving Spouse

Caretaker and Incentive Trusts for Adult Children

Support for Executors

A Guide for Granting Powers of Attorney

Survivor Income Needs

Your Plan for the Family Vacation Property

Transferring your Business to the Next Generation

Critical Illness Insurance

Wills That Work