It’s never too late to think of the future. Estate planning adapted to your needs can significantly reduce taxes at death and ensure your heirs receive the estate that is due to them.
Depending on your personal and financial situation, proper planning can also minimize the taxes your heirs will have to pay, and protect your wealth by anticipating the legal, financial and tax consequences of your death. Adequate planning, in short, ensures your wealth is passed on the way you want it to be.
If you’re the head of a business, estate planning can ensure any transfers in the business are orderly and compliant with your wishes.
Our support
Here are just a few of the subjects our expertise in estates covers:
- Estate and will planning
- Trust planning
- Tax planning at death
- Estate freeze
- Establishing a testamentary trust according to your family’s needs
Did you know
Your wealth and life are constantly evolving, and so should your will. As a matter of fact, it should be reviewed every five years.
If you die without a will, your property will be divided according to the laws of the province in which you live, regardless of your family, financial or tax situation.
If you haven’t written up a protection mandate, your family members will choose a person to represent you (and won’t have to respect your wishes).