Estate Planning Services

Dec 18, 2018 | Joshua Opheim


Estate planning can be simple, but typically transitioning wealth between generations consists of a variety of factors and variables.

The Intricacies of Estate Planning

A common misconception is that only the wealthy need to concern themselves with estate planning. This misconception can result in significant unnecessary costs to your estate and additional burdens for survivors. In fact, just about everyone can benefit from the development of an estate plan. Young or old, wealthy or middle class, an estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to your beneficiaries and ensure that beneficiaries are protected.

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family.

A proper estate plan includes managing your estate tax efficiently, as well as satisfying the needs and goals of your family which could fluctuate.
In order to address these responsibilities, estate planning must be directed by a vision of your family’s future learned through in-depth discussion, and meticulous attention to the structures that will put it in place. We assist families in preserving their wealth through multiple generations by providing:
  • Thorough tax efficiency analysis and strategy
  • Custom long-term estate planning
  • Inter-generational wealth transfer
Please click here to view our Estate Planning Guide.  The purpose of this publication is to provide an overview of the estate planning process and address the main elements of an estate plan. Since some of the issues addressed in this publication vary between provinces and territories, this guide is only intended as a general reference. Your personal estate plan should be prepared with the assistance of professionals such as an estate lawyer and tax advisor. Ask our team for more information about the financial planning issues that may be relevant to your situation. 



Estate planning