Wills
There are few who would dispute the fact that a valid Will is an essential document that all adults should maintain throughout their lifetime. Unfortunately, while the need for this document is widely accepted its creation is commonly overlooked. Your Will should be prepared within the context of an overall Estate Plan. This will ensure that all elements of your current situation are addressed and that your estate objectives are met. The publication below is intended to assist you in gaining a better understanding of the issues and opportunities that should be considered when preparing a Will.
Estates
Whether you are an executor for a loved one’s Estate or arranging your own Estate plans, we can help guide you through what can be a complex and emotional experience.
Trusts
The RBC DS Family Trust is an inter-vivos trust that allows high-income Canadians to save taxes by earning capital gains in the hands of children or grandchildren that pay little or no taxes. Every child or grandchild in Canada who has no other income can earn up to a certain amount of investment income tax free every year subject to the income attribution rules. The RBC DS Family Trust can be established to take advantage of this annual opportunity while still providing the parent with access over the monies funded to the trust. Please refer to the link below for more information on the RBC DS Family Trust.
