Succession Planning and Wills & Estates

We try to provide as much information to you as possible to help guide your decisions so that you understand how those decisions impact transferring your assets, dealing with family-owned business, or managing care for your children. 

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Appointing Your Trustee

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Appointing Guardians

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Clarifying Beneficiaries

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Minimizing Estate Taxes through use of a Dual Will

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Confirming Disaster Clauses

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Granting powers of attorney for personal care and for the management of property

What to expect

It is important to know how your wealth and assets will be passed on to those you care about when your time comes.  Making sure your spouse, your children, your family or your favourite charity will receive something from you in the event of an unforeseen situation is a priority for many of our clients.

We try to provide as much information to you as possible to help guide your decisions so that you understand how those decisions impact transferring your assets, dealing with family-owned business, or managing care for your children.  

Although never easy to discuss, having a comprehensive estate plan not only ensures your assets are transferred according to your wishes and can assist in minimizing income tax consequences if an estate plan was not in place.  

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