PROFESSIONAL ESTATE PLANNING SERVICES & WEALTH PRESERVATION
Estate planning focuses on ensuring a comprehensive plan is put in place to effectively manage the what-ifs in life. Planning for the future is something all successful individuals and groups should do.
An administrator manages the estate and makes important decisions about what happens to the assets. In the absence of a pre-planned estate administrator, your family will have to go to court to appoint one. The courts may work slowly.
Further, a court appointed administrator will shut down the ability to control how assets are split between loved ones, while potentially failing to minimize taxes and fees. In addition, family heirlooms may be unnecessarily sold off as a court appointed administrator may not be aware of their significance.
Don’t leave your legacy open to interpretation. With an estate plan that includes a will, the transfer of property to heirs may be significantly swifter and more efficient.
We have broad experience and enjoy working with parties to ensure that their financial life is taken care of. A well-thought-out estate plan ensures that your family is cared for and that your money goes where you want it to. It's an aspect of managing your wealth that should not be overlooked.
We can advise you on planning issues to consider such as the following items:
- Taxes
- Financial records
- Trusts
- Life insurance
- Joint accounts and property
- RRSPs, RRIFs and TFSAs
- Planned giving and charitable gifts
- Gifts to family
We offer all our clients access to a full spectrum of accounting and financial consulting services to both businesses and individuals. Estate planning, estate & trust tax preparation, financial statements, tax planning payroll services, business and personal consulting services, bookkeeping, tax return preparation, CRA representation, sales tax services, and business valuations are just some of the services we provide. With our expertise and guidance, we aim to make your life simpler.