Planning ahead with respect to your personal affairs can save your family problems and expenses. Our approach to estate planning allows us to provide our clients with an experience that takes into account their concerns and goals to develop a strategy that will work for them. A properly written will makes the distribution of your assets an easier process for your loved ones and beneficiaries.
An Estate Plan is important to ensure that assets flow to your intended recipients and to minimize Estate Administration Tax (previously known as Probate) and Capital Gains Tax. We therefore strongly recommend that you revisit the provisions of your Last Will and Testament & Powers of Attorney frequently and especially if significant life changes have taken place (i.e., the arrival of children, marriage, separation or divorce). Please keep in mind, we do not give income tax advice, and accordingly, will work closely with your tax advisor (i.e., Chartered Accountant) on any complex Estate Plans to meet your needs.
At your request, we may provide legal advice and assistance in the following areas:
- Last Wills and Testaments (including Primary and Secondary);
- Powers of Attorney for Property and Personal Care (including limited or specific powers);
- Inter vivos, Spousal, Testamentary and Family Trusts; and
- Estate Administration (i.e. Applications for a Certificate of Appointment with or without a Will (formerly known as Probate)).
Our team of professionals look forward to meeting with you, discussing your wishes in more detail, taking your instructions, and preparing and finalizing all relevant documentation. Please contact us to arrange an appointment today.