The process of planning out all important issues relating to a person’s estate and end stages of life is often referred to generically as estate planning. Part of estate planning involves:

  • drafting a will;
  • drafting an enduring power of attorney; and
  • drafting a personal directive.

Another part of estate planning involves considering a person’s assets from the point of view of what will and what will not form part of the estate upon a person’s death. This can involve considering assets such as jointly-held assets, assets with beneficiary designations, life insurance policies, etc.

At Weninger Zhang, we approach estate planning holistically. We don’t just draft wills in isolation, but do our utmost to help our clients understand the bigger picture.

And if you’re a business owner, we can also assist with the process of business succession planning.

Call Us at 403-456-3977 ext 107.