Estate Planning

Estate Planning is defined as follows:

  • Deciding what you want to have happen to your affairs after your lifetime.
  • Developing a plan to accomplish your decision.
  • Setting that plan in motion.

Estate planning strategies include the following:

  • Effective tax planning that minimizes taxes.
  • An orderly, cost-effective transfer of assets to your heirs.

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We offer a variety of options that will help you achieve your estate planning goals, including:

  • Tax-exempt Life Programs
  • Pension Maximization
  • RRIF Insurance
  • Insured Annuities
  • Wealth Accumulating and Succession Planning
  • Discounted Tax Prepayment
  • Estate Equalization
  • Estate Bond
  • Intergenerational Transfers
  • Family Trusts
  • Will Planning

We will schedule periodic reviews as your situation and/or Canada Revenue Agency tax laws change.