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.