Good Advice

Estates

Protect your legacy.

What you leave behind.

An estate plan will help protect you and your loved ones. Learn about building an estate and trust plan that fulfills all of your wishes.

The Executor Estate Guide

A step-by-step guide to settling an estate in Alberta

Four guidelines for discussing wealth transfer with your children

It's not always easy to discuss, but here are four guidelines for having a conversation about wealth transfer with your children. 

The importance of will and estate planning

Creating a will and estate plan protects you, your estate and your loved ones, while you are living as well as upon your death.

When should you have an estate plan in place?

Being prepared with a proper estate plan that includes distribution of assets and your care wishes is important for all ages and stages of life.

What you need to know when choosing an executor for your estate

What you need to know to appoint the right executor for your estate, including educating them about your estate and what will be required of them in this role.

Your enduring power of attorney—selecting your representative

Considerations when selecting the enduring power of attorney for your estate. 

Considerations for health care directives

Strategies for appointing the right agent for your estate, including educating them about your estate and what will be required of them in this role.

Choosing the right guardian for your child

When naming a guardian for your child in your will, you will need to consider their values, financial situation, location and age.

What assets can I give away in my will?

Understanding what assets you can give away in your will or outside of your will, including joint assets.

How to develop an estate plan

Steps to take to develop your estate plan, including assessing your current financial situation, setting goals and engaging with the right experts.

The importance of a will and key documents for estate plan

Learn the key components of a strong will as part of a comprehensive estate plan and the importance of choosing the right person to act as your executor.

The importance of a Power of Attorney and Personal Directive

What is an enduring power of attorney and personal directive as well as its function and why you should have one as a component of your overall estate plan?

What is a testamentary trust?

Learn about the different types of testamentary trusts, both individual and spousal, and how they could be used to best execute your last will and testament.

Understanding joint ownership and probate for an estate plan

What is joint ownership and how might that affect my estate plans when I die? What is probate and how does probate law apply to the settlement of my estate?

Charitable giving and estate planning

Learn how to structure your giving to best benefit you and the cause you want to support to create a lasting legacy.

The intelligent donation

A donor advised fund (DAF) may be a good option for high net worth individuals seeking to create a legacy.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.

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