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Our Services

Estate Planning

We will work with individuals and their lawyers to create an effective estate plan so that when they pass away, their estate is able to minimize the assets needed for income tax, probate fees and other related costs while maximizing the assets available to be distributed to their beneficiaries or named charitable groups.

Our services include:

  • Review the overall tax situation for tax-planning opportunities to maximize the amount of the estate flowing to the beneficiaries by use of estate freezes, spousal RRSP contributions, etc.
  • Review assets, income and deductions to minimize overall taxes by filing optional tax returns or making elections where beneficial.
  • Prepare returns for deceased taxpayers and their estates.
  • Review prior returns for missed tax-saving opportunities.
  • Review any existing wills to determine what the income tax impact will be and, where applicable, provide recommendations on how to improve the will to minimize or avoid certain taxes.
  • Determine if insurance can be used as a planning tool.
  • Determine the effectiveness of current tax legislation on charitable donations made through an estate/will.

Our clients have worked hard to create value in their companies and a comprehensive succession strategy can be a key component to and realizing that value.  We work with our clients to create a plan that will allow them to document their goals and take advantage of opportunities when they arise as opposed to being caught off guard.  Our goal is to minimize risk and taxes while maximizing value.

A corporate succession plan is just one component to an effective overall estate plan.  We work with our clients to ensure they have enough sources of income and accumulated wealth to retire in a way that allows them to maintain their lifestyle. 

Finally, we help our clients plan, through their will or succession planning, to transfer wealth to the next generation in the most tax efficient way possible.