Estate Planning



Estate Planning


If you can’t take it with you, where does it all go? Whether it’s to your family, friends or charity we work with estate lawyers to help develop a plan to ensure everything ends up where you intend. 

The process starts by assessing your wealth and what is important to you and what you would like your wealth to accomplish if anything ever happened to you.
 
We then facilitate the planning process with you and an estate lawyer in order to ensure that your will, powers of attorney and beneficiaries are in line with your wishes and that strategies have been put in place to minimize taxes due at time of death.
 
Lastly, we work with you to help prepare your executors and trustees in order to:

  • Create an executor guide that details the account numbers and contacts that the executor will need
  • Inform the executor and trustees of your wishes
  • Educate all parties of their responsibilities

This plan should then be reviewed and if necessary updated every few years in order to ensure that your plan remains in line with your goals.

Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.