Estate Planning is something that virtually everyone needs. Many wrongly believe that estate planning is only for the super-rich. The word 'estate' somehow implies great wealth. But the fact is that an estate can be a house and several thousand dollars or a mansion and many millions.

Estate planning Services

  • Establishing a personalized estate plan – allowing you and your family to manage the future and retirement with greater certainty.
  • Assistance with wills – allowing you to choose beneficiaries and ensure that each member gets exactly what you want them to get without unanticipated taxes.
  • Strategizing to minimize taxes on your estate including:
    • Avoiding or minimizing probate taxes
    • Reducing taxes with planned giving
    • Effective income-splitting strategies including using Family Trust structures
We work closely with families to ensure that their plans address the family's values, mission, philosophy and long-term goals. For owners and operators of existing businesses, we also take into account the special challenges they face, such as:
  • ownership and management
  • succession planning
  • strategic development
  • taxation of the business