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    Estate Planning for Self-Employed Individuals and Small Business Owners
    Summit Legal Group
    • Jul 29, 2019
    • 4 min

    Estate Planning for Self-Employed Individuals and Small Business Owners

    When you leave your pet for a weekend, you have a plan. You know who'll feed it and how much it will cost. So, what happens when you step away from your business for the weekend? More importantly, what will happen when you leave your business for much longer - as in, permanently? Anyone who owns a small or medium-sized business, regardless of age or stake in the company, should give some serious thought to succession planning. Why? Because you never know when you’re going to
    104 views0 comments
    Enduring Power of Attorney
    Summit Legal Group
    • Nov 14, 2018
    • 2 min

    Enduring Power of Attorney

    By preparing an enduring power of attorney now, you can make sure that your property and your finances will be managed by someone you trust.
    53 views0 comments
    Meet Marvellous Michelle Graham!
    Summit Legal Group
    • Jul 3, 2018
    • 2 min

    Meet Marvellous Michelle Graham!

    We believe Michelle Graham is everything you’d want in a lawyer. Her clients describe her as patient, kind, knowledgeable, and efficient, and we’d have to agree. We also like having Michelle as part of our team because she loves helping others, and has a great sense of humour. One of the reasons why Michelle is so good with her clients is because she holds a Bachelor of Arts in Psychology from the University of Calgary. Following that, She completed her Juris Doctor at Bond U
    454 views0 comments
    The Importance of Proper Planning
    Sean V. Green J.D.
    • Apr 25, 2018
    • 7 min

    The Importance of Proper Planning

    Clients often ask what documents they should have in place to ensure they have properly prepared for a health care emergency, illness, or passing. In short, if you own property, are getting older or if you have dependants, there are three documents you should prepare to help your loved ones manage your affairs. Last Will: Your Last Will describes how to distribute your estate after you die. Personal Directive: Your Health Care Directive (also called Living Will or Health Car
    36 views0 comments
    Do I really need a will?
    SUMMIT LEGAL GROUP
    • Jul 13, 2016
    • 2 min

    Do I really need a will?

    Without a will, a person is said to die intestate. This does not mean all their property is forfeited to the government. It means that provincial intestate rules in the province in which the deceased lived will dictate how assets will be distributed. In the absence of a will, the settlement of an estate can be delayed and unnecessary expenses incurred. If there are minor children, and no surviving spouse, the children will be placed in the care of a court-appointed guardian.
    44 views0 comments
    Will Planning
    SUMMIT LEGAL GROUP
    • Jun 7, 2016
    • 3 min

    Will Planning

    Prior to creating your Will, Power of Attorney and Personal Directive you will need to begin gathering information and making important decisions. The information below will guide you through the planing process. GENERAL INFORMATION In addition to your personal information, your lawyer will need to be made aware of the following: Any plans to move in the foreseeable future. If you reside part of the year outside of Canada. If married, do you have a marriage contract, or pren
    21 views0 comments
    I have a Power of Attorney, now what?
    SUMMIT LEGAL GROUP
    • Feb 25, 2016
    • 2 min

    I have a Power of Attorney, now what?

    Once you have prepared a Personal Directive it is important to register your personal directive with the Government of Alberta. When you register your personal directive with the Government of Alberta, approved health care professionals can contact the Office of the Public Guardian and Trustee to find out: If you have a personal directive How to contact your agent(s) if need be If you are admitted to hospital and you’ve lost the ability to make decisions because you are ill o
    23 views0 comments
    Don't let the CRA be your beneficiary
    SUMMIT LEGAL GROUP
    • Feb 9, 2016
    • 1 min

    Don't let the CRA be your beneficiary

    A great article in the Globe and Mail highlighting tax advantages associated with proper planning. Contact us to learn how we can assist you with preparing or updating your Will, Personal Directive & Power of Attorney. Don't Let the Tax Man be Your Benficiary #wills #estateplannig #personaldirective #LivingWill #PowerofAttorney #taxes #fiance
    18 views0 comments

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