What’s your legacy? Without careful planning, the sum of your achievements can fragment under the strain of taxes, disputes, or unprepared heirs. At Blucke & Associates, we bring clarity and structure to estate planning, ensuring your estate becomes a cornerstone of family security—not a burden of uncertainty. Our Kelowna-based team is trusted across the Okanagan and throughout British Columbia for high-net-worth estate planning, estate planning for business owners, and small business estate planning that goes beyond the basics.
Estate Planning: More Than a Will
A will outlines intention—but it doesn’t map how or when wealth is transferred. Estate planning for high-net-worth individuals and business owners adds structure, strategy, and foresight. From coordinating with your accountant and lawyer to integrating trusts, tax planning, and family agreements, our role is to unify the moving parts into one clear plan. Every recommendation is proactive, never reactive, so your family is always one step ahead.
Tax-Smart Transfers and Estate Simplicity
You’ve worked hard to build your wealth. Capital gains, probate fees, and estate taxes shouldn’t stand in the way of your legacy. Through strategies like trusts, life insurance, and charitable planning, we simplify the complex and protect what matters most. Estate transfer done right isn’t just about passing assets—it’s about passing them wisely, minimizing tax burdens, and preserving wealth across generations. We call it Estate Simplicity: clear strategies, confident families.
Wealth That Empowers the Next Generation
Large inheritances can overwhelm if not handled with care. We help you prepare the next generation with education, structure, and support, so your estate isn’t just transferred—it’s truly preserved. Whether releasing funds gradually through trusts or setting up structures that encourage responsibility, we ensure your wealth empowers rather than complicates. Many of our long-term client relationships become friendships, which means we share in the journey of preparing your children and grandchildren to carry your vision forward.
Legacy Through Generosity
Your estate can be more than a gift to your heirs—it can be a force for good in the community. We work with families who want to leave a meaningful legacy through charitable giving, from donor-advised funds to supporting causes close to home in the Okanagan. It’s estate planning strategies for high-net-worth individuals that reflect both values and vision.
Family-Centred Planning, Rooted in Kelowna
Since 2008, we have been serving families and business owners in Kelowna with estate planning strategies that balance tax efficiency, family harmony, and long-term preservation. Our approach is deeply personal—built on proactive check-ins, transparent fees, and collaboration with your accountant and lawyer. As a close-knit team of advisors who live and give back in the Okanagan, we provide continuity, consistency, and confidence at every stage.
Protecting Tomorrow, Today
Estate planning for small business owners, professionals, and high-net-worth families requires a strategy that adapts as life evolves. At Blucke & Associates, we protect your life’s work, prepare your heirs, and simplify estate transfer so your legacy is secure.
Let’s design an estate plan that preserves your wealth, strengthens your family, and reflects the values you want to pass on.