Our estate planning services include:

✍ Advice from experienced estate planning consultants
✍ Retirement planning
✍ Will planning & drafting
✍ Ensuring you and your family have control over who oversees the estate
✍ Explaining what you can expect to pay in estate fees and keeping these fees to a minimum
✍ Establish a method by which your family will receive money and property from the estate in the least stressful and costly matter
✍ Reviewing your Will with you and help you update or change the document according to your wishes
✍ Anticipating and avoiding any family conflict that may arise after death
✍ Implementing a tax planning strategy that will minimize the taxes of the estate
✍Reviewing in detail all of the potential tax consequences to the estate. Upon death, the Canadian tax rules discusses “deemed disposition,” which is essentially an estate tax that assumes all of your investments are sold at death and your estate is liable for the taxes
✍ Preparing yourself and your family to plan for your estate can be a daunting task