Asset protection, wealth transfer and estate settlement solutions

A Will and estate plan can be more than a set of directions for executors and loved ones; proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones taken care of.

Our estate planning solutions could be ideal if you need help:

  • Investing your assets while guaranteeing a payout for your beneficiaries
  • Maximizing the wealth you pass on to your loved one through tax-minimization strategies
  • Replacing your income in the event of a disability, critical illness or long-term care situation
  • Transferring your wealth to your beneficiaries tax efficiently
  • Providing liquidity to help meet the tax obligations and costs associated with settling your estate
  • Determining the most effective way to give to the charitable causes you support
  • Managing executor or Power of Attorney duties

To learn more about protecting and transferring wealth, please contact us.

Estate freeze planning

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

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Prescribed rate loan planning

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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When should you review your will and estate plan?

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”

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Charitable giving and foundations

“Things to consider when setting up a charitable foundation.”

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