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How will you preserve your assets from taxes and unnecessary probate?
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How will you ensure the fair and timely distribution of your estate according to your wishes?
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How will you protect your family in the event of your premature death?
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How can you minimize capital gains taxes- during and after your lifetime?
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How can you preserve your RRSPs or RRIFs in their entirety for your heirs?
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How can you create wealth and enhance income on a tax-favoured basis?
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Do you have an updated will?
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Have you established a power of attorney – financial and quality of life?
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Are your intentions clear regardless of which spouse dies first?
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Do you have any assets that may attract U.S. or foreign estate taxes?
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Would you like to make any provisions for how and when your heirs are to have access to your assets?
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With proper planning you can ensure that your estate is managed according to your objectives. We will help you to develop answers to these questions - answers which will result in a plan for now and the future.