Is your house in order?
Are your Estate documents updated and in place?
- Properly revised Will
- An Enduring Power of Attorney
- Living will
- Review of life insurance policies
- Shareholder agreements
Will you have taxes or other Estate costs at your death, and how will these be paid?
- Capital Gains tax
- RRSP/RIF taxation
- Probate fees
We will engage in robust analysis to minimize taxes and cost to your Estate. After all, if it took years and years to build and retain your wealth, isn't it worth preserving it and passing it on?