You will spend a lifetime building your wealth and acquiring assets. Why leave up to one-half of it to the government? Without estate planning, your family many even need to sell transferred assets to pay for the tax bill.

We put together strategies that will minimize the tax liability on your estate (and or offset it with life insurance). With estate planning, you have the peace of mind knowing that your wished will be carried out, and that you have maximized the legacy you leave to your love oned or favourite charity.

  • Wills
  • Power of Attorney – Property and personal care
  • Charitable planned giving
  • Estate freezes
  • Trusts
  • Intergenerational business and wealth transfers
  • Life insurance strategies to fund tax liabilities