{"id":4887,"date":"2024-11-19T17:13:22","date_gmt":"2024-11-19T22:13:22","guid":{"rendered":"https:\/\/planico.ca\/patrimoine-financier-aspects-legaux\/"},"modified":"2025-01-30T13:37:31","modified_gmt":"2025-01-30T18:37:31","slug":"protecting-assets-legal-aspects","status":"publish","type":"page","link":"https:\/\/planico.ca\/en\/protecting-assets-legal-aspects\/","title":{"rendered":"Legal Aspects"},"content":{"rendered":"

Protecting Assets: Understanding the Legal Aspects<\/h1><\/h1><\/div>

In the Event of Legal Separation, Protecting Assets Is Quite Important<\/h2><\/h2><\/div><\/div><\/div><\/div><\/div>
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\"Protecting<\/span><\/div><\/div><\/div>

Protecting Assets<\/strong><\/p>\n<\/div><\/div><\/div><\/div>

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Protecting Assets and Building Up Your Financial Wealth<\/h3><\/div>

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.<\/p>\n

Preserving and building up your financial assets are 2 aspects greatly impacted by this environment.<\/p>\n

Here, we’ll look at matrimonial property regimes, marital status and asset protection.<\/p>\n<\/div>

Contact Us<\/span>Contact Us<\/span><\/div><\/a><\/div>

Discover Our Fields of Expertise >>><\/strong><\/span><\/a><\/p>\n<\/div><\/div><\/div><\/div><\/div>

Legal Aspects in the Event of Separation<\/h3><\/h3><\/div>

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<\/a>.<\/span><\/p>\n

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.<\/span><\/p>\n<\/div><\/div><\/div>

Making Your Money Grow<\/span><\/h4><\/h4><\/div>
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<\/i><\/i><\/span>Within the Framework of Marriage<\/span><\/a><\/h4><\/div>
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Within the Framework of Marriage<\/h4>\n

When you choose partnership of acquests as your marriage regime, you should be aware that any assets you acquire during the union will be shared equally between you and your spouse at the time of separation.<\/p>\n

When you opt for the separation of property marriage regime, the legal aspects are different. All you have to do is divide the family assets.<\/p>\n

Together we’ll be able to establish a strategy tailored to your objectives and determine which of the programs is best suited to you and your goals.<\/p>\n

Together we’ll be able to establish a plan tailored to your situation and objectives.<\/p>\n<\/div><\/div><\/div>

<\/i><\/i><\/span>Legal Aspects for Common-Law Spouses<\/span><\/a><\/h4><\/div>
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Legal Aspects for Common-Law Spouses<\/h4>\n

If you’re not married and have de facto spousal status, Quebec law does not allow one of the partners to access the assets held by the other, nor does it give access to alimony (if you have children).<\/p>\n

In practice, however, the situation is a little more complex. During our analysis, we’ll take care to study every detail of your status in order to guide you towards the best possible solutions.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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Legal Aspects: Marital Status<\/h3><\/h3><\/div>

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.<\/p>\n

The Planico financial planning firm will be happy to advise you on the best course of action for your situation.<\/p>\n<\/div><\/div><\/div>

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Setting Objectives
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We\u2019ll discuss your plans and objectives with you.<\/p>\n<\/div><\/div><\/div>

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Choosing the Game Plan
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We analyze the possibilities for optimizing your portfolio.<\/p>\n<\/div><\/div><\/div>

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Portfolio Optimization
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We analyze the possibilities for optimizing your portfolio.<\/p>\n<\/div><\/div><\/div>

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Family Wealth<\/h3><\/h3><\/div>

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.<\/p>\n

If you are a Canadian resident in Quebec, this devolution must take place in accordance with the Civil Code of Quebec.<\/p>\n

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.<\/p>\n

The Planico financial planning services firm will support you in this approach.<\/p>\n<\/div><\/div><\/div>

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Build an Effective Financial Strategy by Planning for the Unexpected<\/h3><\/h3><\/div>

Schedule a call to discuss your objectives<\/span>
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Contact Us<\/span><\/a><\/div><\/div><\/div><\/div><\/div>
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Useful links<\/h3>\n<\/div>\n<\/div>\n
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Matrimonial property regime and succession: what do you need to know?<\/a><\/p>\n

Division of the family patrimony and liquidation of the matrimonial property regime:<\/a><\/p>\n

Matrimonial property regime: the rules of administration and division of the spouses\u2019 property:<\/a><\/p>\n

Matrimonial and civil union regime:<\/a><\/p>\n

Personal and family situation:<\/a><\/p>\n

Differentiating Matrimonial Regimes:<\/a><\/p>\n

Take stock of the legal aspects of your business by calling on our financial services firm to guide you on the situation, today.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>

Our Areas of Expertise<\/h3><\/h3><\/div>

Discover PLANICO’s Financial Services<\/p>\n<\/div><\/div><\/div>

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.<\/p>\n<\/div><\/div><\/div>

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Insurance<\/p>\n<\/div>

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Finding the Right Coverage<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Retirement<\/p>\n<\/div>

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Start Planning for Your Future Today<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Estate Planning<\/p>\n<\/div>

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Safeguarding Your Life\u2019s Legacy<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Legal Aspects<\/p>\n<\/div>

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Matrimonial Property and Assets<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Fiscal Policy<\/p>\n<\/div>

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Navigating Complex Taxation Laws<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Results in Achieving Your Personal Financial Goals\u2026<\/span>Results in Achieving Your Personal Financial Goals\u2026<\/span><\/div><\/div><\/div><\/div><\/div><\/div>
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Who Are We?<\/p>\n<\/div>

Achieving results towards your PERSONAL financial goals<\/h3><\/div>

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.<\/p>\n<\/div><\/div><\/div>

Call on professionals who can analyze your situation from a different angle and advise you accordingly.<\/strong><\/p>\n<\/div>