Estate planning is about planning for the future. Creating a plan means planning for circumstances where you are unable to care for yourself, and having a plan for when you are gone. It is both a financial and a legal plan, and by drawing your attention to the future ahead of time, you are planning for a comfortable life and a memorable legacy.
Estate Planning considers a variety of matters which should be contemplated by most adult Canadian. Important aspects include the following:
- Tax Planning
- Financial Management
- Dependents, such as minors or people with disabilities
- Planning for the blended family
- Succession planning for your business
- Multi-jurisdictional assets
- Common law relationships
- Medical care and treatment preferences
A well-thought-out estate plan will address the ownership of your financial assets, the tax implications that will be imposed on the future, the financial and legal needs of your beneficiaries, and the complexity of your own life. For many, this may include considerations for business succession, blended families, step-family, or charitable considerations.
Our Estate Planning services include:
- Will Drafting
- Establishing Trusts (including Family Trusts, Spousal Trusts, Henson/Disability Trusts, Insurance Trusts, Alter Ego Trusts, and Joint Spousal Trusts)
- Powers of attorney for personal care
- Powers of attorneys for property
- Guardianship Applications
- Business Succession Planning