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Services About Client Kits Articles 專業文章 (繁體中文) 专业文章(简体中文)
28 Nov 2017 • 1 min read

Dr. Benjamin Johnson, Toronto East General Hospital

"It was a pleasure to work with Winnie to set up my medical professional corporation. She provided me with timely service and was very organized. She offered sound advice and was willing to research answers to questions that I may have had. She was not overbearing in her approach,

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28 Nov 2017 • 1 min read

Albert Tam, Senior LAN Manager, Royal Canadian Mounted Police

"I want to thank Winnie for your expert legal advice on the setup of the wills and the estate plans for both my wife and I. You made the entire process simple and worry-free that we should have done it a long time ago. Your calm manner and attention

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28 Nov 2017 • 1 min read

Dorcas and Louis Woo, HVAC Mechanic

"We must thank you very much and appreciate your prompt and professional service for smoothly and successfully closing the sale of our above house. Your reports and statements are so clear and easy to understand giving us full satisfactions. Your service has been so careful and friendly that we

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28 Nov 2017 • 1 min read

Jack Wei, President/Owner of CaffComm Systems Inc.

"I was referred to Winnie through a mutual friend to assist me with the purchase of a company which I now own. From the first very first email correspondence, Winnie was able to understand my needs and provide suggestions and directions for a successful transaction. Throughout the entire process,

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28 Nov 2017 • 1 min read

Darya

"I was referred to Winnie through a mutual friend to prepare a Co-habitation Agreement. It was an absolute pleasure working with Winnie. Her social skills, knowledge of law and professionalism make her a great legal resource for any professional or a family. Winnie provides clear and detailed legal advice

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28 Nov 2017 • 1 min read

Helen Mooc, IT Consultant

"I met Winnie at the dog park where I use to go at the Liberty Village area. I really enjoy working with her through out the entire time when I was selling my condo and buying another property. She is so quick with her response, very pleasant and most

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27 Nov 2017 • 2 min read

Where there's a Will there's a Way

简体版 | 繁體版 By Winnie J Luk Every adult should have a will. Surprisingly, more than half of adults in Ontario do not have one. Having a will: 1. ensures that your wishes are respected, and 2. avails your loved ones and beneficiaries with more of your possessions and estate by

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27 Nov 2017 • 1 min read

Joint Retainer: Mirror or Reciprocal Wills for Couples

中文版 By Winnie J Luk In many situations, a couple may jointly consult with a lawyer to have mirror or reciprocal wills prepared for each of them. The mirror or reciprocal wills generally provide for all of one spouses' or partner's assets to pass to the other,

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27 Nov 2017 • 2 min read

Choosing your Estate Trustee

简体中文版 | 繁體中文版 The Estate Trustee is/are the person(s) you appoint to carry out your personal wishes in your will. The role of an Estate Trustee is a position of trust that bears much responsibility. There are a number of tasks involved and some of these include arranging the

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27 Nov 2017 • 2 min read

Basic Estate Planning and Estate Administration Taxes

简体版 | 繁體版 In order to honour the wishes in a will and commence administration of an estate, the will must be probated or duly proven in court and a certificate of appointment of estate trustee with a will must be granted. During this probate process, Estate Administration Taxes must be

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27 Nov 2017 • 2 min read

Advance Care Planning

简体版 | 繁體版 Advance care planning is the process by which you may consider options about future health care decisions and let others know of your personal care preferences in the event that you become incapable of consenting to or refusing treatment or other care. An Advance care plan may involve

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27 Nov 2017 • 2 min read

Continuing Power of Attorney for Property

简体版 | 繁體版 A Continuing Power of Attorney for Property is a legal document in which you may give someone else the legal authority to make decisions about your financial affairs for you. The person who you appoint is called "the attorney" yet does not have to be a

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27 Nov 2017 • 1 min read

Affidavit of Execution

简体版 | 繁體版 Along with a will, an affidavit of execution should be prepared. This is a document where a witness affirms or swears that she or he and another witness were present when the will was signed. The affidavit of execution must be commissioned by a commissioner of taking affidavits

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27 Nov 2017 • 1 min read

International and Multiple Wills: Owning Estate in Different Countries

简体版 | 繁體版 If you own estate in different countries, it may be possible to prepare a single international will to cover your various estate assets situated in different countries. However, there are limitations to the use of an international will and clients will be able to opt for it. Another

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27 Nov 2017 • 1 min read

Taxation and Gifting of Ontario Estate to Non-Residents of Canada

简体版 | 繁體版 It is not uncommon today for family members to relocate abroad for school, career, family, or to pursue other personal interests. These expatriates will often sever specific ties to Canada in order to maintain a non-resident of Canada status for the purpose of not requiring to file Canadian

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