Stewart Law Group offers flexible and customized solutions in personal wills, estate planning, directives and wealth management. Our extensive and personable services include:
Personal Will & Testament – Your best and most intimate directive for how you want your estate to dispersed, a personal Will can help relieve the burden of managing details in a time of grief. Stewart Law Group can you personalize your wishes with a fast and convenient method. Our Personal Planning Guide is an easy, step-by-step, fill-in document that will allow you to cover all the areas that are important to you, your family and your business. To order your own copy of the guide, contact Jamie Stewart at 403.678.5823 Extension 21 or email Jamie
Enduring Power of Attorney (EPA) – An Enduring Power of Attorney gives you the authority to prepare for illness or disability which can leave you unable to manage your legal and financial affairs. Stewart Law Group can guide you through the process of choosing and appointing your ‘attorney’ (the person who will take over these obligations) and process the necessary documents…worry free.
Family Trusts – Leave your legacy and look after a particular family group of member of a family with a family trust. Stewart Law has helped clients establish trusts that cover living expenses, education, taxation and real estate costs. A trust can also benefit generations to come so your care lives on.
Estate Freezes – Freezing your estate can offer taxable and non-taxable benefit opportunities for your real property. It involves reorganizing and fixing/freezing the value of the interest in any real property. Stewart Law Group can help arrange any future increases in property value to be transferred to children or other family members.
Taxation – Along with managing taxation towards your estate and any property transfer, there are other taxes you may not be aware of. Specifically, RRSPs and tax sheltered savings plans can affect your estates bottom line. Stewart Law Group can help to manage and plan for anticipated taxes and penalties toward your estate and beneficiaries.
Personal Directives – During a health crisis, a Personal Directive allows the appointee of your choice to make care decisions on your behalf, especially if you are unable to make them yourself. A Personal Directive can included in your Personal Last Will and Testament.
Succession Planning –planning who will lead your company in the future is important to your stakeholders, business partners and family members. Stewart Law can help you determine the best path to coordinate a seamless handover when the time is right.
Insurance Planning – Coordinating Life Insurance or investing in a registered plan account can offer protection and support for you and your loved ones. You can appoint beneficiaries to payouts upon your death. Insurance bypasses the estate probate process and costs, which means your loved ones receive payout immediately.
Guardianship Plans for Your Children – If you have children under 18, and you want to add an option in your Will to name a guardian to take care of them, Stewart Law Group can guide you through the steps. This person or couple can be appointed to care full time and be given particular directives as to the care and attention for the childrens’ development and upbringing.
Estate & Beneficiary Dispute Mediation/Resolution – Even the most well-planned Last Will & Testament can cause a rift between beneficiaries, family members and business partners. Let Stewart Law take care of the potential for conflict by offering dispute mediation and resolution services. This service ensures that every party is heard and respected, and works together for a beneficial conclusion.
Joint Venture Agreements – Joint venture agreements can be included in personal Wills, and be written in many forms that suit all parties. Stewart Law takes the time to customize the agreement to met the specific requirements pertaining to beneficiaries so that ventures can still continue after your death, or the transfer of ownership can be dissolved, amalgamated, or moved to another party.
Partnership Agreements – If you own a corporation or have a partnership agreement with a family member, Stewart Law can assist with the most appropriate terms to ensure your estate and beneficiaries are protected due to an untimely death..