Wondering What to Expect When Purchasing a Home in Kelowna?

On , In Real Estate Law

Thinking about purchasing a home in Kelowna? This helpful video explains the process and what you can expect when you’re ready to move forward with this exciting decision! Find out what you can afford. Get pre-qualified with your bank/mortgage broker. Hire a realtor, look at homes and right a conditional contract for your favourite home.…


Estate Planning for Albertans Who Own Property in BC

On , In Wills & Estates

As soon as the warm spring weather arrives, so do the scores of Albertans, seeking sun, golf, boating, great food and wine. It’s a well understood phenomenon in the Okanagan that many Albertans choose to invest in a vacation property in BC. However, the implications of estate planning for Albertans who own property in BC…


Foreshore Rights, Docks and Retaining Walls

On , In Construction Law

A number of years ago I wrote an article about the Ministry of Forest, Lands and Natural Resources’ decision to direct additional resources towards reviewing foreshore rights and enforcing the use and construction of docks, retaining walls and other structures along the shoreline. Giving the ongoing flood event in the Okanagan, it seems an opportune…


Leaving Inheritance When a Child Lives With Mental Illness or Addiction

On , In Wills & Estates

Parenting a child who lives with mental illness or addiction can be heartbreaking, challenging and exhausting for parents and other family members. Once an adult, a child living with mental illness or addiction can create a lifelong emotional and financial commitment from the parents. When engaging in estate planning, a parent with a child living…


Tailored Estate Planning For Families

On , In Wills & Estates

My family is very open about our story.  We have been raising awareness and financial support for the Foundry Kelowna because we understand firsthand the challenge in finding the right care and resources for a young person to live a healthy and meaningful life. Many families include a family member with a mental, psychological or…


Choosing a Guardian

On , In Wills & Estates

One of the more difficult parts of Estate Planning involves naming a guardian for your children. The task of appointing someone to care for your minor child (under 19 years in B.C.) after you are gone can be an understandably difficult decision to make. Nonetheless, this is a decision that will be critical in the…


Can The BC HOME Partnership Work For You?

On , In Real Estate Law

Are you a first-time home buyer in BC or do you know someone that is? If so, you may have heard of the BC Home Owner Mortgage and Equity Partnership – or the BC HOME Partnership for short, which started in January 2017 and will continue until March 31, 2020. What you may not have…


Shareholders’ Agreements: Important Business Insurance

On , In Business Law

Everyone knows that accidents happen. That’s why many of us carry insurance- on our homes, on our lives, and on our businesses. But, if you’re running a small privately held company, have you ever considered insuring your relationship with your shareholders? Maybe the answer is yes and you’ve wisely had a shareholders’ agreement drafted. Great. Now,…


Construction Agreements Need Modernizing Too

On , In Construction Law

Changes in technology, construction practices and building codes are the primary focus of modernization within the construction industry. However, companies should also take the time to periodically review their construction agreements to ensure the agreements: (a) are up to date on changes in the law; (b) reflect how the company expects a job to proceed;…


I’ve Agreed to Act as an Executor. What do I Need to Know?

On , In Wills & Estates

An executor is the person named in a Will to carry out the directions contained in the Will. The executor is responsible for settling the person’s affairs after death and is accountable to the beneficiaries and those entitled to benefit from an estate. If you are asked by a will maker to act as an…