Protecting Assets: Understanding the Legal Aspects
In the Event of Legal Separation, Protecting Assets Is Quite Important
Protecting Assets
Protecting Assets and Building Up Your Financial Wealth
This field is defined by the legal environment in which Quebecers live. Here, our financial services firm will focus on the identity, legal aspects and obligations of all parties.
Preserving and building up your financial assets are 2 aspects greatly impacted by this environment.
Here, we’ll look at matrimonial property regimes, marital status and asset protection.
Legal Aspects in the Event of Separation
When a separation occurs, the situation initially established by the 2 parties can be extremely complex. Depending on the agreement established at the start of your life together, it’s important to be aware of the impact of your matrimonial situation.
In the event of a separation, you have rights, but also obligations towards your partner. With this in mind, Planico Financial Services will be delighted to help you make sense of your situation. Your marital status or common-law status are just some of the aspects we’ll look at.
Making Your Money Grow
Legal Aspects: Marital Status
Planico Financial Services will work with you to analyze your personal and family situation and explain the ins and outs of your situation. If necessary, we’ll refer you to professionals such as a notary or lawyer. In complex cases, it’s up to these professionals to explain the law (and your options) and draw up the necessary legal documents for your situation.
The Planico financial planning firm will be happy to advise you on the best course of action for your situation.
Setting Objectives
We’ll discuss your plans and objectives with you.
Choosing the Game Plan
We analyze the possibilities for optimizing your portfolio.
Portfolio Optimization
We analyze the possibilities for optimizing your portfolio.
Family Wealth
For successful financial planning, we will also analyze your family assets. Our task at this level will be to take stock of all the assets you have acquired during your marriage and explain how they will devolve in the event of divorce.
If you are a Canadian resident in Quebec, this devolution must take place in accordance with the Civil Code of Quebec.
Quebec law has put in place an arsenal that allows you to benefit from the assistance of a family mediator, or to go through the courts (in the event of a disagreement). In the latter case, the help of a lawyer is essential.
The Planico financial planning services firm will support you in this approach.
Useful links
Matrimonial property regime and succession: what do you need to know?
Division of the family patrimony and liquidation of the matrimonial property regime:
Matrimonial property regime: the rules of administration and division of the spouses’ property:
Matrimonial and civil union regime:
Personal and family situation:
Differentiating Matrimonial Regimes:
Take stock of the legal aspects of your business by calling on our financial services firm to guide you on the situation, today.
Our Areas of Expertise
Discover PLANICO’s Financial Services
Personal or corporate financial planning? Insurance needs? Whatever your objectives, a global vision will enable us to build a strategy tailored to your needs. We serve customers in the Montreal, Laval, North Shore and South Shore regions.
Who Are We?
Achieving results towards your PERSONAL financial goals
We guide entrepreneurs and professionals who don’t have the time or expertise to carefully and strategically manage their personal and corporate finances. Unless you work in conjunction with a financial planner, it’ll be difficult for you to serenely get through all the complexities related to your finances (legal, estate, tax, financial, retirement and protection issues). Don’t worry, you’re not alone.
Call on professionals who can analyze your situation from a different angle and advise you accordingly.
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