The legacy of love blog

When Should You Refuse to be an Executor?

executor & estates Dec 01, 2018


Many people feel honoured when they are asked to be the Executor for a friend or family member’s estate. When someone asks you to be their Executor it feels terrific; they are indicating that they believe you to be trustworthy and have good judgement. For many of us, this gives us a great feeling of pride, and we want to fulfil our duties to the best of our abilities. Sadly, many people discover that it is much more difficult than they realized.  In my...

Continue reading...

Can you avoid capital gains tax?

estate planning Nov 29, 2018

Most clients ask our office to draft Wills and estate plans that will help them avoid capital gains. This is an impossible wish. Some people will attempt to sell the property to a family member for less then fair market value. This results in any Capital Gain being taxed twice as the gain will be taxed in both the deceased and the family member’s hands. Thus, no net savings.

Some people believe that placing a family member joint on title with them will avoid capital gains. However, the...

Continue reading...

Puppy Love - Taking Care of the Family Pets

estate planning Nov 28, 2018

Our office is seeing more and more people who are worried about not only what happens to their children when they die, but also who will be taking care of their beloved pets. 

Our lawyers recently met with a vibrant middle-aged client who had a beloved pet Cockatoo named Tootsie. Our client wanted to make sure that Tootsie went to a good home after she died and needed to make sure that the person who took care of her liked birds. She had asked her friends, but given there ages,...

Continue reading...

Estate Freeze - The Cold Hard Facts on Business Capital Gains!

corporate estate planning Nov 28, 2018

Protecting Your Business From Capital Gains Tax – The Estate Freeze

As a business owner, your estate plan should address both your personal and business assets.  However, estate planning for business owners is more complicated as it needs to address potential tax issues.  If you want to maximize the wealth of your estate by minimising its tax burden, an estate freeze is a useful tool. 



Any assets not inherited by the surviving spouse or...

Continue reading...

Estate Connection Manifesto

miscellaneous Nov 27, 2018

Its been two years since my team and I set out on our own to create Estate Connection. Before I began my new law firm I sat down and wrote out what  I wanted our new firm to be like. It became known as our manifesto and today we are happy to share it with you. 

To the 1100 client who helped us move from living on a prayer to living the dream - I say thank you! Heres to helping more people leave a legacy of love!  XOXO


Stacy Maurier 


Continue reading...

Check Your Own Will

wills Nov 27, 2018

Many time clients come to our office with wills that are old. They are unsure if their will needs to be updated, even though their will maybe 44 years old (yes this did happen). Here are some basic things that you should be checking for when looking over your old will or if you are reviewing a will to determine if you should be the executor of a will:




No – Contact An Estate Lawyer if

The Will is the original.


If the Will is a photocopy

The Will...

Continue reading...

How to Write a Basic Eulogy

executor & estates Nov 20, 2018

Our office was contacted by a 32-year-old client who was attempting to deal with her father's estate. She had found the process quite complicated and confusing, especially given that she had never attended a funeral before.

Our client was overwhelmed, and the thought of writing her fathers eulogy was more then she could handle. Our office walked her through our executor's handbook, a document that outlines what you do the first 365 days after death. One of the first steps was writing a...

Continue reading...

10 Tips for Being an Excellent Executor

executor & estates Nov 19, 2018

Generally, our Mondays begin in the same way: We have an answering machine filled with messages from Executors for our clients who have passed away. The Executors are in a panic because they do not know where their loved one's assets are located, what they should be doing, or if they would like to take on the job of acting as an Executor.

To help our clients and future clients, we have drafted a list of ten tips for performing as an Executor. If you are an Executor and have additional...

Continue reading...

Do I need life insurance?

estate planning Nov 15, 2018

Building your estate is one way to ensure that your family will be taken care of when you die — life insurance is another. Though life insurance is needed by some Canadians, others can go without it if their estate will easily cover the expenses related to their death. Do you need a life insurance policy? Here are some tips to help you find out.


  • Someone you support will still need your income when you are gone.
  • You are likely to die leaving a large debt and...
Continue reading...

Last Flight Out- Flying With Cremated Remains

miscellaneous Nov 15, 2018

Our office once dealt with an estate where the dying mothers wish was to be cremated and her remains returned to Prince Edward Island. After her death, her three grieving sons booked a flight out estate to spread their mother's ashes on red beaches of PEI. They had mom cremated and thought that taking her in their carry on bag would be the best way to transport her. Imagine their horror when the Edmonton International Airport security guard demanded that the urn is left behind so he...

Continue reading...

phone: +1 (780) 458-8228
fax: +1 (780) 930-1506

200 Carnegie Drive, Suite 101, St. Albert, Alberta, T8N 5A8
Get Directions


Ready to protect
your loved ones?

Sign up and we'll help you make plans that protect the people you care about most.